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FWGIX vs VMVFX
FWGIX vs VMVFX Comparison
Open Charts FWGIX vs VMVFX
American Funds Capital World Gr&Inc F3
Price$71.56
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
FWGIX vs VMVFX Comparison Chart in %
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FWGIX 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 FWGIX is a Buy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. VMVFX (2.09B). FWGIX (1.77) and VMVFX (1.73) have matching dividends . 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). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. VMVFX (9.21). FWGIX return over 5 years is better than : 54.88 vs. VMVFX (31.88).
| 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 | 13.775 | 9.032 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.09B | 6,498% |
| Annual Yield % from dividends | 1.77 | 1.73 | 102% |
| Returns for 1 year | 9.74 | 9.21 | 106% |
| Returns for 3 years | 51.57 | 23.19 | 222% |
| Returns for 5 years | 54.88 | 31.88 | 172% |
| Returns for 10 years | N/A | 51.48 | - |
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