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IVGTX vs WGIFX
IVGTX vs WGIFX Comparison
Open Charts IVGTX vs WGIFX
VY® Morgan Stanley Global Franchise S
Price$13.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets268.93M
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
IVGTX vs WGIFX Comparison Chart in %
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IVGTX vs. WGIFX commentary
Aug 18, 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 (269M). WGIFX pays higher dividends than IVGTX: WGIFX (1.67) 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 : 11.69 vs. IVGTX (-9.70). WGIFX return over 5 years is better than : 48.82 vs. IVGTX (-16.00).
| 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 | -10.854 | 15.635 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 137B | 0% |
| Annual Yield % from dividends | 0.34 | 1.67 | 20% |
| Returns for 1 year | -9.70 | 11.69 | -83% |
| Returns for 3 years | -12.79 | 42.11 | -30% |
| Returns for 5 years | -16.00 | 48.82 | -33% |
| Returns for 10 years | -7.35 | 65.73 | -11% |
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