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CWIEX vs VMVFX
CWIEX vs VMVFX Comparison
Open Charts CWIEX vs VMVFX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Vanguard Global Minimum Volatility I
Price$16.98
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.14B
CWIEX vs VMVFX Comparison Chart in %
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CWIEX vs. VMVFX commentary
Sep 10, 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: 138B vs. VMVFX (2.15B). VMVFX pays higher dividends than CWIEX: VMVFX (1.71) vs CWIEX (1.22). CWIEX was incepted earlier than VMVFX: CWIEX (24 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). CWIEX annual gain was more profitable for investors over the last year : 15.31 vs. VMVFX (6.36). CWIEX return over 5 years is better than : 50.55 vs. VMVFX (29.82).
| CWIEX | VMVFX | CWIEX / VMVFX | |
| Total Expense Ratio | 1.00 | 0.21 | 476% |
| Annual Report Gross Expense Ratio | 1.00 | 0.21 | 476% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 16.523 | 10.331 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.15B | 6,434% |
| Annual Yield % from dividends | 1.22 | 1.71 | 71% |
| Returns for 1 year | 15.31 | 6.36 | 241% |
| Returns for 3 years | 49.81 | 23.13 | 215% |
| Returns for 5 years | 50.55 | 29.82 | 169% |
| Returns for 10 years | 95.02 | 56.25 | 169% |
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