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CWGCX vs VMVFX
CWGCX vs VMVFX Comparison
Open Charts CWGCX vs VMVFX
American Funds Capital World Gr&Inc C
Price$62.30
Change+$0.98 (+1.60%)
VolumeN/A
Net Assets119.48B
Vanguard Global Minimum Volatility I
Price$16.04
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets2.13B
CWGCX vs VMVFX Comparison Chart
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CWGCX vs. VMVFX commentary
Apr 25, 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 CWGCX is a Buy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 119B vs. VMVFX (2.13B). VMVFX pays higher dividends than CWGCX: VMVFX (1.77) vs CWGCX (0.93). CWGCX was incepted earlier than VMVFX: CWGCX (24 years) vs VMVFX (11 years). CWGCX (1.49) is less costly to investors than VMVFX (0.21). VMVFX is a more actively managed with annual turnover of: 35.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than VMVFX: CWGCX (250) vs VMVFX (3000). VMVFX annual gain was more profitable for investors over the last year : 6.78 vs. CWGCX (0.67). CWGCX return over 5 years is better than : 47.39 vs. VMVFX (32.54).
| CWGCX | VMVFX | CWGCX / VMVFX | |
| Total Expense Ratio | 1.49 | 0.21 | 710% |
| Annual Report Gross Expense Ratio | 1.49 | 0.21 | 710% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -0.577 | 3.964 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 2.13B | 5,582% |
| Annual Yield % from dividends | 0.93 | 1.77 | 52% |
| Returns for 1 year | 0.67 | 6.78 | 10% |
| Returns for 3 years | 16.55 | 12.55 | 132% |
| Returns for 5 years | 47.39 | 32.54 | 146% |
| Returns for 10 years | 32.50 | 42.72 | 76% |