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CWIEX vs VMVFX
CWIEX vs VMVFX Comparison
Open Charts CWIEX vs VMVFX
American Funds Capital World Gr&Inc 529E
Price$71.17
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Vanguard Global Minimum Volatility I
Price$16.78
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets2.09B
CWIEX vs VMVFX Comparison Chart in %
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CWIEX vs. VMVFX commentary
Jul 07, 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: 136B vs. VMVFX (2.09B). VMVFX pays higher dividends than CWIEX: VMVFX (1.73) vs CWIEX (1.25). 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 (9.21) and CWIEX (9.06) have marching annual gain over last year. CWIEX return over 5 years is better than : 55.06 vs. VMVFX (31.88).
| 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 | 13.431 | 9.032 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.09B | 6,498% |
| Annual Yield % from dividends | 1.25 | 1.73 | 72% |
| Returns for 1 year | 9.06 | 9.21 | 98% |
| Returns for 3 years | 50.57 | 23.19 | 218% |
| Returns for 5 years | 55.06 | 31.88 | 173% |
| Returns for 10 years | 80.16 | 51.48 | 156% |
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