Interact to see
Advertisement
Advertisement
FWGIX vs IVGTX
FWGIX vs IVGTX Comparison
Open Charts FWGIX vs IVGTX
American Funds Capital World Gr&Inc F3
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
FWGIX vs IVGTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. IVGTX commentary
Jul 07, 2025
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 FWGIX is a Buy and IVGTX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. IVGTX (281M). FWGIX pays higher dividends than IVGTX: FWGIX (1.77) vs IVGTX (0.49). FWGIX was incepted earlier than IVGTX: FWGIX (8 years) vs IVGTX (23 years). IVGTX (1.24) is less costly to investors than FWGIX (0.41). IVGTX is a more actively managed with annual turnover of: 32.00 vs. FWGIX (27.00). IVGTX has a lower initial minimum investment than FWGIX: IVGTX (0) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. IVGTX (3.24). FWGIX return over 5 years is better than : 54.88 vs. IVGTX (-2.25).
| FWGIX | IVGTX | FWGIX / IVGTX | |
| Total Expense Ratio | 0.41 | 1.21 | 34% |
| Annual Report Gross Expense Ratio | 0.41 | 1.24 | 33% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 13.775 | 7.756 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 281M | 48,399% |
| Annual Yield % from dividends | 1.77 | 0.49 | 360% |
| Returns for 1 year | 9.74 | 3.24 | 301% |
| Returns for 3 years | 51.57 | 3.71 | 1,391% |
| Returns for 5 years | 54.88 | -2.25 | -2,443% |
| Returns for 10 years | N/A | 2.64 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement