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CWGFX vs VMVFX
CWGFX vs VMVFX Comparison
Open Charts CWGFX vs VMVFX
American Funds Capital World Gr&Inc F1
Price$66.15
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
Vanguard Global Minimum Volatility I
Price$15.88
Change+$0.24 (+1.53%)
VolumeN/A
Net Assets2.03B
CWGFX vs VMVFX Comparison Chart
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CWGFX vs. VMVFX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. VMVFX (2.03B). VMVFX pays higher dividends than CWGFX: VMVFX (2.81) vs CWGFX (1.64). CWGFX was incepted earlier than VMVFX: CWGFX (24 years) vs VMVFX (11 years). VMVFX is a more actively managed with annual turnover of: 45.00 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 : 11.49 vs. VMVFX (8.05). CWGFX return over 5 years is better than : 35.83 vs. VMVFX (7.85).
| CWGFX | VMVFX | CWGFX / VMVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 4.370 | 1.624 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 2.03B | 6,315% |
| Annual Yield % from dividends | 1.64 | 2.81 | 58% |
| Returns for 1 year | 11.49 | 8.05 | 143% |
| Returns for 3 years | 13.20 | 10.56 | 125% |
| Returns for 5 years | 35.83 | 7.85 | 457% |
| Returns for 10 years | 49.85 | 45.84 | 109% |
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