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CWIEX vs VMVFX
CWIEX vs VMVFX Comparison
Open Charts CWIEX vs VMVFX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Vanguard Global Minimum Volatility I
Price$16.84
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.15B
CWIEX vs VMVFX Comparison Chart in %
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CWIEX vs. VMVFX commentary
Aug 18, 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: 137B vs. VMVFX (2.15B). VMVFX pays higher dividends than CWIEX: VMVFX (1.74) 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). CWIEX annual gain was more profitable for investors over the last year : 11.15 vs. VMVFX (5.75). CWIEX return over 5 years is better than : 49.58 vs. VMVFX (27.21).
| 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 | 15.312 | 9.422 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.15B | 6,384% |
| Annual Yield % from dividends | 1.25 | 1.74 | 72% |
| Returns for 1 year | 11.15 | 5.75 | 194% |
| Returns for 3 years | 41.58 | 18.54 | 224% |
| Returns for 5 years | 49.58 | 27.21 | 182% |
| Returns for 10 years | 81.77 | 47.70 | 171% |
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