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IVGTX vs RWIHX
IVGTX vs RWIHX Comparison
Open Charts IVGTX vs RWIHX
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 R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
IVGTX vs RWIHX Comparison Chart in %
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IVGTX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. IVGTX (281M). RWIHX pays higher dividends than IVGTX: RWIHX (1.64) vs IVGTX (0.49). IVGTX was incepted earlier than RWIHX: IVGTX (23 years) vs RWIHX (10 years). IVGTX (1.24) is less costly to investors than RWIHX (0.56). IVGTX is a more actively managed with annual turnover of: 32.00 vs. RWIHX (27.00). IVGTX has a lower initial minimum investment than RWIHX: IVGTX (0) vs RWIHX (250). RWIHX annual gain was more profitable for investors over the last year : 9.57 vs. IVGTX (3.24). RWIHX return over 5 years is better than : 54.03 vs. IVGTX (-2.25).
| IVGTX | RWIHX | IVGTX / RWIHX | |
| Total Expense Ratio | 1.21 | 0.56 | 216% |
| Annual Report Gross Expense Ratio | 1.24 | 0.56 | 221% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 7.756 | 13.685 | 57% |
| 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 | 1.64 | 30% |
| Returns for 1 year | 3.24 | 9.57 | 34% |
| Returns for 3 years | 3.71 | 50.99 | 7% |
| Returns for 5 years | -2.25 | 54.03 | -4% |
| Returns for 10 years | 2.64 | N/A | - |
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