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CWIAX vs VMVFX
CWIAX vs VMVFX Comparison
Open Charts CWIAX vs VMVFX
American Funds Capital World Gr&Inc 529A
Price$74.24
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
Vanguard Global Minimum Volatility I
Price$16.40
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets1.92B
CWIAX vs VMVFX Comparison Chart in %
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CWIAX vs. VMVFX commentary
Feb 05, 2026
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 CWIAX is a Buy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. VMVFX (1.92B). VMVFX pays higher dividends than CWIAX: VMVFX (2.23) vs CWIAX (1.45). CWIAX was incepted earlier than VMVFX: CWIAX (24 years) vs VMVFX (12 years). CWIAX (0.78) is less costly to investors than VMVFX (0.21). VMVFX is a more actively managed with annual turnover of: 35.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than VMVFX: CWIAX (250) vs VMVFX (3000). CWIAX annual gain was more profitable for investors over the last year : 16.21 vs. VMVFX (3.73). CWIAX return over 5 years is better than : 33.28 vs. VMVFX (19.43).
| CWIAX | VMVFX | CWIAX / VMVFX | |
| Total Expense Ratio | 0.78 | 0.21 | 371% |
| Annual Report Gross Expense Ratio | 0.78 | 0.21 | 371% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 4.934 | 3.805 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.92B | 7,384% |
| Annual Yield % from dividends | 1.45 | 2.23 | 65% |
| Returns for 1 year | 16.21 | 3.73 | 434% |
| Returns for 3 years | 43.10 | 21.01 | 205% |
| Returns for 5 years | 33.28 | 19.43 | 171% |
| Returns for 10 years | 124.19 | 58.35 | 213% |
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