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FWCGX vs IVGTX
FWCGX vs IVGTX Comparison
Open Charts FWCGX vs IVGTX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
VY® Morgan Stanley Global Franchise S
Price$16.81
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets280.87M
FWCGX vs IVGTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. IVGTX (281M). FWCGX pays higher dividends than IVGTX: FWCGX (1.73) vs IVGTX (0.49). FWCGX was incepted earlier than IVGTX: FWCGX (5 years) vs IVGTX (23 years). IVGTX (1.24) is less costly to investors than FWCGX (0.47). IVGTX is a more actively managed with annual turnover of: 32.00 vs. FWCGX (27.00). IVGTX has a lower initial minimum investment than FWCGX: IVGTX (0) vs FWCGX (250). FWCGX annual gain was more profitable for investors over the last year : 9.68 vs. IVGTX (3.24).
| FWCGX | IVGTX | FWCGX / IVGTX | |
| Total Expense Ratio | 0.47 | 1.21 | 39% |
| Annual Report Gross Expense Ratio | 0.47 | 1.24 | 38% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 13.732 | 7.756 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 281M | 48,399% |
| Annual Yield % from dividends | 1.73 | 0.49 | 352% |
| Returns for 1 year | 9.68 | 3.24 | 298% |
| Returns for 3 years | 53.08 | 3.71 | 1,432% |
| Returns for 5 years | N/A | -2.25 | - |
| Returns for 10 years | N/A | 2.64 | - |
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