CWIFX
Price
$71.28
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
VMVFX
Price
$16.78
Change
+$0.08 (+0.48%)
Updated
Jul 3 closing price
Net Assets
2.09B
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CWIFX vs VMVFX

Header iconCWIFX vs VMVFX Comparison
Open Charts CWIFX vs VMVFXBanner chart's image
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.

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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).
CWIFXVMVFXCWIFX / VMVFX
Total Expense Ratio0.860.21410%
Annual Report Gross Expense Ratio0.860.21410%
Fund Existence23 years12 years-
Gain YTD13.6579.032151%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets136B2.09B6,498%
Annual Yield % from dividends1.601.7392%
Returns for 1 year9.499.21103%
Returns for 3 years52.3223.19226%
Returns for 5 years58.1631.88182%
Returns for 10 years87.9251.48171%
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