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CWGFX vs VMVFX
CWGFX vs VMVFX Comparison
Open Charts CWGFX vs VMVFX
American Funds Capital World Gr&Inc F1
Price$65.63
Change+$0.58 (+0.89%)
VolumeN/A
Net Assets127.38B
Vanguard Global Minimum Volatility I
Price$16.20
Change+$0.15 (+0.93%)
VolumeN/A
Net Assets2.08B
CWGFX vs VMVFX Comparison Chart
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CWGFX vs. VMVFX commentary
Mar 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 StrongBuy and VMVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. VMVFX (2.08B). 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). VMVFX annual gain was more profitable for investors over the last year : 8.62 vs. CWGFX (6.40). CWGFX return over 5 years is better than : 45.08 vs. VMVFX (20.76).
| 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 | 3.550 | 5.263 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 2.08B | 6,115% |
| Annual Yield % from dividends | 1.64 | 2.81 | 58% |
| Returns for 1 year | 6.40 | 8.62 | 74% |
| Returns for 3 years | 18.85 | 17.48 | 108% |
| Returns for 5 years | 45.08 | 20.76 | 217% |
| Returns for 10 years | 44.02 | 47.13 | 93% |
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