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CWGFX vs VMVFX
CWGFX vs VMVFX Comparison
Open Charts CWGFX vs VMVFX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets132.46B
Vanguard Global Minimum Volatility I
Price$16.60
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets2.09B
CWGFX vs VMVFX Comparison Chart
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CWGFX vs. VMVFX commentary
Jun 15, 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: 132B vs. VMVFX (2.09B). VMVFX pays higher dividends than CWGFX: VMVFX (1.74) vs CWGFX (1.49). 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). VMVFX annual gain was more profitable for investors over the last year : 10.20 vs. CWGFX (6.27). CWGFX return over 5 years is better than : 51.55 vs. VMVFX (33.85).
| 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 | 8.990 | 8.512 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 2.09B | 6,307% |
| Annual Yield % from dividends | 1.49 | 1.74 | 85% |
| Returns for 1 year | 6.27 | 10.20 | 62% |
| Returns for 3 years | 43.82 | 26.94 | 163% |
| Returns for 5 years | 51.55 | 33.85 | 152% |
| Returns for 10 years | 51.77 | 50.50 | 103% |
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