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FWGIX vs VMVFX
FWGIX vs VMVFX Comparison
Open Charts FWGIX vs VMVFX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Vanguard Global Minimum Volatility I
Price$16.60
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets2.09B
FWGIX vs VMVFX Comparison Chart
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FWGIX 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 FWGIX is a Buy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. VMVFX (2.09B). FWGIX pays higher dividends than VMVFX: FWGIX (1.85) vs VMVFX (1.74). FWGIX was incepted earlier than VMVFX: FWGIX (8 years) vs VMVFX (12 years). FWGIX (0.41) is less costly to investors than VMVFX (0.21). VMVFX is a more actively managed with annual turnover of: 35.00 vs. FWGIX (27.00). VMVFX has a lower initial minimum investment than FWGIX: VMVFX (3000) vs FWGIX (1000000). VMVFX annual gain was more profitable for investors over the last year : 9.54 vs. FWGIX (6.71). FWGIX return over 5 years is better than : 53.53 vs. VMVFX (33.05).
| FWGIX | VMVFX | FWGIX / VMVFX | |
| Total Expense Ratio | 0.41 | 0.21 | 195% |
| Annual Report Gross Expense Ratio | 0.41 | 0.21 | 195% |
| Fund Existence | 8 years | 12 years | - |
| Gain YTD | 9.196 | 7.862 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 2.09B | 6,259% |
| Annual Yield % from dividends | 1.85 | 1.74 | 106% |
| Returns for 1 year | 6.71 | 9.54 | 70% |
| Returns for 3 years | 45.29 | 26.18 | 173% |
| Returns for 5 years | 53.53 | 33.05 | 162% |
| Returns for 10 years | N/A | 49.60 | - |
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