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CWGFX vs VMVFX
CWGFX vs VMVFX Comparison
Open Charts CWGFX vs VMVFX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Vanguard Global Minimum Volatility I
Price$16.20
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets2.11B
CWGFX vs VMVFX Comparison Chart
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CWGFX vs. VMVFX commentary
Apr 04, 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: 123B vs. VMVFX (2.11B). VMVFX pays higher dividends than CWGFX: VMVFX (1.77) vs CWGFX (1.59). 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 : 7.97 vs. CWGFX (0.19). CWGFX return over 5 years is better than : 68.06 vs. VMVFX (48.61).
| 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 | 0.845 | 6.173 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 2.11B | 5,821% |
| Annual Yield % from dividends | 1.59 | 1.77 | 90% |
| Returns for 1 year | 0.19 | 7.97 | 2% |
| Returns for 3 years | 11.40 | 13.83 | 82% |
| Returns for 5 years | 68.06 | 48.61 | 140% |
| Returns for 10 years | 40.90 | 46.50 | 88% |
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