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CWIFX vs VMVFX
CWIFX vs VMVFX Comparison
Open Charts CWIFX vs VMVFX
American Funds Capital World Gr&Inc 529F
Price$71.28
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Vanguard Global Minimum Volatility I
Price$16.78
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets2.09B
CWIFX vs VMVFX Comparison Chart in %
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CWIFX 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 CWIFX is a Buy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. VMVFX (2.09B). VMVFX pays higher dividends than CWIFX: VMVFX (1.73) 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 (9.49) and VMVFX (9.21) have marching annual gain over last year. CWIFX return over 5 years is better than : 58.16 vs. VMVFX (31.88).
| 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 | 13.657 | 9.032 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.09B | 6,498% |
| Annual Yield % from dividends | 1.60 | 1.73 | 92% |
| Returns for 1 year | 9.49 | 9.21 | 103% |
| Returns for 3 years | 52.32 | 23.19 | 226% |
| Returns for 5 years | 58.16 | 31.88 | 182% |
| Returns for 10 years | 87.92 | 51.48 | 171% |
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