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CWGFX vs VMVFX
CWGFX vs VMVFX Comparison
Open Charts CWGFX vs VMVFX
American Funds Capital World Gr&Inc F1
Price$71.40
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
CWGFX vs VMVFX Comparison Chart in %
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CWGFX vs. VMVFX commentary
Jul 06, 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: 136B vs. VMVFX (2.09B). 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 (9.29) and VMVFX (9.21) have marching annual gain over last year. CWGFX return over 5 years is better than : 52.71 vs. VMVFX (31.88).
| 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 | 13.538 | 9.032 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.09B | 6,498% |
| Annual Yield % from dividends | 1.42 | 1.73 | 82% |
| Returns for 1 year | 9.29 | 9.21 | 101% |
| Returns for 3 years | 50.04 | 23.19 | 216% |
| Returns for 5 years | 52.71 | 31.88 | 165% |
| Returns for 10 years | 62.66 | 51.48 | 122% |
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