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CWIFX vs VMVFX
CWIFX vs VMVFX Comparison
Open Charts CWIFX vs VMVFX
American Funds Capital World Gr&Inc 529F
Price$73.27
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
CWIFX vs VMVFX Comparison Chart in %
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CWIFX 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 CWIFX is a Buy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. VMVFX (2.15B). VMVFX pays higher dividends than CWIFX: VMVFX (1.71) vs CWIFX (1.57). CWIFX was incepted earlier than VMVFX: CWIFX (23 years) vs VMVFX (12 years). CWIFX (0.86) is less costly to investors than VMVFX (0.21). VMVFX is a more actively managed with annual turnover of: 35.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than VMVFX: CWIFX (250) vs VMVFX (3000). CWIFX annual gain was more profitable for investors over the last year : 15.74 vs. VMVFX (6.36). CWIFX return over 5 years is better than : 53.52 vs. VMVFX (29.82).
| CWIFX | VMVFX | CWIFX / VMVFX | |
| Total Expense Ratio | 0.86 | 0.21 | 410% |
| Annual Report Gross Expense Ratio | 0.86 | 0.21 | 410% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 16.830 | 10.331 | 163% |
| 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 | 1.57 | 1.71 | 92% |
| Returns for 1 year | 15.74 | 6.36 | 247% |
| Returns for 3 years | 51.54 | 23.13 | 223% |
| Returns for 5 years | 53.52 | 29.82 | 179% |
| Returns for 10 years | 103.39 | 56.25 | 184% |
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