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CWGFX vs VMVFX
CWGFX vs VMVFX Comparison
Open Charts CWGFX vs VMVFX
American Funds Capital World Gr&Inc F1
Price$72.30
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
CWGFX vs VMVFX Comparison Chart in %
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CWGFX vs. VMVFX commentary
Jul 27, 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 CWGFX is a StrongBuy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. VMVFX (2.1B). VMVFX pays higher dividends than CWGFX: VMVFX (1.73) vs CWGFX (1.42). CWGFX was incepted earlier than VMVFX: CWGFX (24 years) vs VMVFX (12 years). CWGFX (0.80) is less costly to investors than VMVFX (0.21). VMVFX is a more actively managed with annual turnover of: 35.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than VMVFX: CWGFX (250) vs VMVFX (3000). CWGFX annual gain was more profitable for investors over the last year : 13.72 vs. VMVFX (8.41). CWGFX return over 5 years is better than : 50.98 vs. VMVFX (30.45).
| CWGFX | VMVFX | CWGFX / VMVFX | |
| Total Expense Ratio | 0.80 | 0.21 | 381% |
| Annual Report Gross Expense Ratio | 0.80 | 0.21 | 381% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 14.969 | 9.357 | 160% |
| 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 | 1.42 | 1.73 | 82% |
| Returns for 1 year | 13.72 | 8.41 | 163% |
| Returns for 3 years | 50.80 | 22.84 | 222% |
| Returns for 5 years | 50.98 | 30.45 | 167% |
| Returns for 10 years | 62.85 | 50.25 | 125% |
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