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CWIFX vs VMVFX
CWIFX vs VMVFX Comparison
Open Charts CWIFX vs VMVFX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Vanguard Global Minimum Volatility I
Price$16.60
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets2.09B
CWIFX vs VMVFX Comparison Chart
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CWIFX vs. VMVFX commentary
Jun 16, 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: 131B vs. VMVFX (2.09B). VMVFX (1.74) and CWIFX (1.68) have matching dividends . 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). VMVFX annual gain was more profitable for investors over the last year : 9.54 vs. CWIFX (6.46). CWIFX return over 5 years is better than : 57.58 vs. VMVFX (33.05).
| 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 | 9.097 | 7.862 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.09B | 6,259% |
| Annual Yield % from dividends | 1.68 | 1.74 | 96% |
| Returns for 1 year | 6.46 | 9.54 | 68% |
| Returns for 3 years | 46.04 | 26.18 | 176% |
| Returns for 5 years | 57.58 | 33.05 | 174% |
| Returns for 10 years | 76.87 | 49.60 | 155% |
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