CWIEX
Price
$71.17
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
VMVFX
Price
$16.78
Change
+$0.08 (+0.48%)
Updated
Jul 3 closing price
Net Assets
2.09B
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CWIEX vs VMVFX

Header iconCWIEX vs VMVFX Comparison
Open Charts CWIEX vs VMVFXBanner chart's image
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.

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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).
CWIEXVMVFXCWIEX / VMVFX
Total Expense Ratio1.000.21476%
Annual Report Gross Expense Ratio1.000.21476%
Fund Existence23 years12 years-
Gain YTD13.4319.032149%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets136B2.09B6,498%
Annual Yield % from dividends1.251.7372%
Returns for 1 year9.069.2198%
Returns for 3 years50.5723.19218%
Returns for 5 years55.0631.88173%
Returns for 10 years80.1651.48156%
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