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IVGTX vs WGIFX
IVGTX vs WGIFX Comparison
Open Charts IVGTX vs WGIFX
VY® Morgan Stanley Global Franchise S
Price$14.08
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets275.76M
American Funds Capital World Gr&Inc F2
Price$72.39
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
IVGTX vs WGIFX Comparison Chart in %
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IVGTX vs. WGIFX commentary
Jul 27, 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: 137B vs. IVGTX (276M). WGIFX pays higher dividends than IVGTX: WGIFX (1.67) vs IVGTX (0.49). 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 : 14.04 vs. IVGTX (-6.13). WGIFX return over 5 years is better than : 52.50 vs. IVGTX (-13.90).
| 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 | -9.439 | 15.142 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 137B | 0% |
| Annual Yield % from dividends | 0.49 | 1.67 | 29% |
| Returns for 1 year | -6.13 | 14.04 | -44% |
| Returns for 3 years | -5.29 | 51.93 | -10% |
| Returns for 5 years | -13.90 | 52.50 | -26% |
| Returns for 10 years | -6.58 | 64.50 | -10% |
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