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CWIFX vs VTWAX
CWIFX vs VTWAX Comparison
Open Charts CWIFX vs VTWAX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
Vanguard Total World Stock Index Admiral
Price$48.43
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets67.98B
CWIFX vs VTWAX Comparison Chart in %
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CWIFX vs. VTWAX commentary
Sep 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 VTWAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. VTWAX (68B). VTWAX pays higher dividends than CWIFX: VTWAX (1.68) vs CWIFX (1.57). CWIFX was incepted earlier than VTWAX: CWIFX (23 years) vs VTWAX (7 years). CWIFX (0.86) is less costly to investors than VTWAX (0.09). CWIFX is a more actively managed with annual turnover of: 27.00 vs. VTWAX (3.00). CWIFX has a lower initial minimum investment than VTWAX: CWIFX (250) vs VTWAX (3000). VTWAX annual gain was more profitable for investors over the last year : 14.39 vs. CWIFX (9.58). VTWAX return over 5 years is better than : 74.60 vs. CWIFX (59.80).
| CWIFX | VTWAX | CWIFX / VTWAX | |
| Total Expense Ratio | 0.86 | 0.09 | 956% |
| Annual Report Gross Expense Ratio | 0.86 | 0.09 | 956% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 18.989 | 16.642 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 68B | 206% |
| Annual Yield % from dividends | 1.57 | 1.68 | 94% |
| Returns for 1 year | 9.58 | 14.39 | 67% |
| Returns for 3 years | 71.60 | 73.27 | 98% |
| Returns for 5 years | 59.80 | 74.60 | 80% |
| Returns for 10 years | 118.55 | N/A | - |
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