Interact to see
Advertisement
Advertisement
CWIAX vs VMVFX
CWIAX vs VMVFX Comparison
Open Charts CWIAX vs VMVFX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Vanguard Global Minimum Volatility I
Price$17.20
Change+$0.15 (+0.88%)
VolumeN/A
Net Assets2.05B
CWIAX vs VMVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. VMVFX commentary
Oct 19, 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: 141B vs. VMVFX (2.05B). VMVFX pays higher dividends than CWIAX: VMVFX (1.69) vs CWIAX (1.39). 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 : 10.77 vs. VMVFX (3.84). CWIAX return over 5 years is better than : 54.01 vs. VMVFX (30.32).
| 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 | 19.974 | 11.761 | 170% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.05B | 6,865% |
| Annual Yield % from dividends | 1.39 | 1.69 | 82% |
| Returns for 1 year | 10.77 | 3.84 | 280% |
| Returns for 3 years | 67.94 | 30.35 | 224% |
| Returns for 5 years | 54.01 | 30.32 | 178% |
| Returns for 10 years | 99.76 | 53.17 | 188% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement