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CWIAX vs VMVFX
CWIAX vs VMVFX Comparison
Open Charts CWIAX vs VMVFX
American Funds Capital World Gr&Inc 529A
Price$73.79
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
Vanguard Global Minimum Volatility I
Price$16.09
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets1.92B
CWIAX vs VMVFX Comparison Chart in %
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CWIAX vs. VMVFX commentary
Jan 16, 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 Hold and VMVFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. VMVFX (1.92B). VMVFX pays higher dividends than CWIAX: VMVFX (2.31) vs CWIAX (1.52). 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 : 18.87 vs. VMVFX (4.87). CWIAX return over 5 years is better than : 33.89 vs. VMVFX (18.14).
| 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 | 3.725 | 2.093 | 178% |
| 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 | 1.52 | 2.31 | 66% |
| Returns for 1 year | 18.87 | 4.87 | 387% |
| Returns for 3 years | 43.38 | 18.23 | 238% |
| Returns for 5 years | 33.89 | 18.14 | 187% |
| Returns for 10 years | 123.34 | 58.52 | 211% |
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