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CWIAX vs VMVFX
CWIAX vs VMVFX Comparison
Open Charts CWIAX vs VMVFX
American Funds Capital World Gr&Inc 529A
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Vanguard Global Minimum Volatility I
Price$15.85
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets1.99B
CWIAX vs VMVFX Comparison Chart in %
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CWIAX vs. VMVFX commentary
Dec 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 CWIAX is a Hold and VMVFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. VMVFX (1.99B). VMVFX pays higher dividends than CWIAX: VMVFX (1.66) vs CWIAX (1.35). 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 : 12.26 vs. VMVFX (2.06). CWIAX return over 5 years is better than : 33.62 vs. VMVFX (18.16).
| 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 | 14.302 | 2.989 | 479% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 1.99B | 7,139% |
| Annual Yield % from dividends | 1.35 | 1.66 | 81% |
| Returns for 1 year | 12.26 | 2.06 | 595% |
| Returns for 3 years | 45.97 | 17.91 | 257% |
| Returns for 5 years | 33.62 | 18.16 | 185% |
| Returns for 10 years | 95.47 | 46.05 | 207% |
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