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IVGTX vs RWBEX
IVGTX vs RWBEX Comparison
Open Charts IVGTX vs RWBEX
VY® Morgan Stanley Global Franchise S
Price$16.81
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets280.87M
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
IVGTX vs RWBEX Comparison Chart in %
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IVGTX vs. RWBEX 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 IVGTX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. IVGTX (281M). RWBEX pays higher dividends than IVGTX: RWBEX (1.06) vs IVGTX (0.49). IVGTX was incepted earlier than RWBEX: IVGTX (23 years) vs RWBEX (11 years). IVGTX (1.24) and RWBEX (1.21) have similar cost to investors . IVGTX is a more actively managed with annual turnover of: 32.00 vs. RWBEX (27.00). IVGTX has a lower initial minimum investment than RWBEX: IVGTX (0) vs RWBEX (250). RWBEX annual gain was more profitable for investors over the last year : 8.84 vs. IVGTX (3.24). RWBEX return over 5 years is better than : 50.51 vs. IVGTX (-2.25).
| IVGTX | RWBEX | IVGTX / RWBEX | |
| Total Expense Ratio | 1.21 | 1.21 | 100% |
| Annual Report Gross Expense Ratio | 1.24 | 1.21 | 102% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 7.756 | 13.307 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 136B | 0% |
| Annual Yield % from dividends | 0.49 | 1.06 | 46% |
| Returns for 1 year | 3.24 | 8.84 | 37% |
| Returns for 3 years | 3.71 | 48.49 | 8% |
| Returns for 5 years | -2.25 | 50.51 | -4% |
| Returns for 10 years | 2.64 | 59.94 | 4% |
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