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CWGFX vs VMVFX
CWGFX vs VMVFX Comparison
Open Charts CWGFX vs VMVFX
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets129.86B
Vanguard Global Minimum Volatility I
Price$16.51
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.13B
CWGFX vs VMVFX Comparison Chart
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CWGFX vs. VMVFX commentary
May 23, 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 Buy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 130B vs. VMVFX (2.13B). VMVFX pays higher dividends than CWGFX: VMVFX (1.78) vs CWGFX (1.58). CWGFX was incepted earlier than VMVFX: CWGFX (24 years) vs VMVFX (11 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). VMVFX annual gain was more profitable for investors over the last year : 9.01 vs. CWGFX (2.96). CWGFX return over 5 years is better than : 54.36 vs. VMVFX (36.25).
| 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 | 11 years | - |
| Gain YTD | 5.940 | 8.187 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 2.13B | 6,092% |
| Annual Yield % from dividends | 1.58 | 1.78 | 89% |
| Returns for 1 year | 2.96 | 9.01 | 33% |
| Returns for 3 years | 31.92 | 22.41 | 142% |
| Returns for 5 years | 54.36 | 36.25 | 150% |
| Returns for 10 years | 44.12 | 48.14 | 92% |
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