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CWIFX vs VMVFX
CWIFX vs VMVFX Comparison
Open Charts CWIFX vs VMVFX
American Funds Capital World Gr&Inc 529F
Price$72.19
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Vanguard Global Minimum Volatility I
Price$16.83
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.1B
CWIFX vs VMVFX Comparison Chart in %
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CWIFX vs. VMVFX commentary
Jul 28, 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 (2.1B). 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 annual gain was more profitable for investors over the last year : 13.93 vs. VMVFX (8.41). CWIFX return over 5 years is better than : 56.36 vs. VMVFX (30.45).
| 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 | 15.108 | 9.357 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.1B | 6,533% |
| Annual Yield % from dividends | 1.60 | 1.73 | 92% |
| Returns for 1 year | 13.93 | 8.41 | 166% |
| Returns for 3 years | 53.13 | 22.84 | 233% |
| Returns for 5 years | 56.36 | 30.45 | 185% |
| Returns for 10 years | 88.17 | 50.25 | 175% |
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