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CWIEX vs VMVFX
CWIEX vs VMVFX Comparison
Open Charts CWIEX vs VMVFX
American Funds Capital World Gr&Inc 529E
Price$68.33
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Vanguard Global Minimum Volatility I
Price$16.60
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets2.09B
CWIEX vs VMVFX Comparison Chart
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CWIEX vs. VMVFX commentary
Jun 16, 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 CWIEX is a Buy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. VMVFX (2.09B). VMVFX pays higher dividends than CWIEX: VMVFX (1.74) vs CWIEX (1.31). CWIEX was incepted earlier than VMVFX: CWIEX (23 years) vs VMVFX (12 years). CWIEX (1.00) is less costly to investors than VMVFX (0.21). VMVFX is a more actively managed with annual turnover of: 35.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than VMVFX: CWIEX (250) vs VMVFX (3000). VMVFX annual gain was more profitable for investors over the last year : 9.54 vs. CWIEX (6.05). CWIEX return over 5 years is better than : 54.48 vs. VMVFX (33.05).
| CWIEX | VMVFX | CWIEX / VMVFX | |
| Total Expense Ratio | 1.00 | 0.21 | 476% |
| Annual Report Gross Expense Ratio | 1.00 | 0.21 | 476% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 8.904 | 7.862 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.09B | 6,259% |
| Annual Yield % from dividends | 1.31 | 1.74 | 75% |
| Returns for 1 year | 6.05 | 9.54 | 63% |
| Returns for 3 years | 44.36 | 26.18 | 169% |
| Returns for 5 years | 54.48 | 33.05 | 165% |
| Returns for 10 years | 69.54 | 49.60 | 140% |
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