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CWIFX vs IVGTX
CWIFX vs IVGTX Comparison
Open Charts CWIFX vs IVGTX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
VY® Morgan Stanley Global Franchise S
Price$10.48
Change-$0.94 (-8.23%)
VolumeN/A
Net Assets76.34M
CWIFX vs IVGTX Comparison Chart in %
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CWIFX vs. IVGTX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIFX is a Buy and IVGTX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. IVGTX (76.3M). CWIFX pays higher dividends than IVGTX: CWIFX (1.59) vs IVGTX (0.36). CWIFX was incepted earlier than IVGTX: CWIFX (23 years) vs IVGTX (24 years). IVGTX (1.24) is less costly to investors than CWIFX (0.86). IVGTX is a more actively managed with annual turnover of: 32.00 vs. CWIFX (27.00). IVGTX has a lower initial minimum investment than CWIFX: IVGTX (0) vs CWIFX (250). CWIFX annual gain was more profitable for investors over the last year : 16.37 vs. IVGTX (-35.84). CWIFX return over 5 years is better than : 34.32 vs. IVGTX (-40.02).
| CWIFX | IVGTX | CWIFX / IVGTX | |
| Total Expense Ratio | 0.86 | 1.21 | 71% |
| Annual Report Gross Expense Ratio | 0.86 | 1.24 | 69% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 4.948 | -5.586 | -89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 76.3M | 186,107% |
| Annual Yield % from dividends | 1.59 | 0.36 | 439% |
| Returns for 1 year | 16.37 | -35.84 | -46% |
| Returns for 3 years | 43.74 | -32.29 | -135% |
| Returns for 5 years | 34.32 | -40.02 | -86% |
| Returns for 10 years | 128.46 | -26.72 | -481% |
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