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CWIFX vs VMVFX
CWIFX vs VMVFX Comparison
Open Charts CWIFX vs VMVFX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Vanguard Global Minimum Volatility I
Price$16.84
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.15B
CWIFX vs VMVFX Comparison Chart in %
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CWIFX 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 CWIFX is a Buy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. VMVFX (2.15B). VMVFX pays higher dividends than CWIFX: VMVFX (1.74) vs CWIFX (1.60). 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 : 11.58 vs. VMVFX (5.75). CWIFX return over 5 years is better than : 52.56 vs. VMVFX (27.21).
| 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 | 15.587 | 9.422 | 165% |
| 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 | 1.60 | 1.74 | 92% |
| Returns for 1 year | 11.58 | 5.75 | 201% |
| Returns for 3 years | 43.22 | 18.54 | 233% |
| Returns for 5 years | 52.56 | 27.21 | 193% |
| Returns for 10 years | 89.56 | 47.70 | 188% |
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