Interact to see
Advertisement
Advertisement
IVGTX vs WGIFX
IVGTX vs WGIFX Comparison
Open Charts IVGTX vs WGIFX
VY® Morgan Stanley Global Franchise S
Price$11.41
Change+$0.09 (+0.80%)
VolumeN/A
Net Assets88.03M
American Funds Capital World Gr&Inc F2
Price$74.61
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
IVGTX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVGTX vs. WGIFX commentary
Sep 29, 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. IVGTX (88M). WGIFX pays higher dividends than IVGTX: WGIFX (1.64) vs IVGTX (0.34). IVGTX was incepted earlier than WGIFX: IVGTX (23 years) vs WGIFX (17 years). IVGTX (1.24) is less costly to investors than WGIFX (0.52). IVGTX is a more actively managed with annual turnover of: 32.00 vs. WGIFX (27.00). IVGTX has a lower initial minimum investment than WGIFX: IVGTX (0) vs WGIFX (250). WGIFX annual gain was more profitable for investors over the last year : 9.69 vs. IVGTX (-28.94). WGIFX return over 5 years is better than : 56.59 vs. IVGTX (-30.02).
| IVGTX | WGIFX | IVGTX / WGIFX | |
| Total Expense Ratio | 1.21 | 0.52 | 233% |
| Annual Report Gross Expense Ratio | 1.24 | 0.52 | 238% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -26.612 | 19.049 | -140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88M | 140B | 0% |
| Annual Yield % from dividends | 0.34 | 1.64 | 21% |
| Returns for 1 year | -28.94 | 9.69 | -299% |
| Returns for 3 years | -14.39 | 71.01 | -20% |
| Returns for 5 years | -30.02 | 56.59 | -53% |
| Returns for 10 years | -17.43 | 91.92 | -19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement