CWIAX
Price
$72.17
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
VMVFX
Price
$16.83
Change
+$0.04 (+0.24%)
Updated
Jul 25 closing price
Net Assets
2.1B
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CWIAX vs VMVFX

Header iconCWIAX vs VMVFX Comparison
Open Charts CWIAX vs VMVFXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Vanguard Global Minimum Volatility I
Price$16.83
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.1B
CWIAX vs VMVFX Comparison Chart in %
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CWIAX vs. VMVFX commentary
Jul 27, 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 CWIAX is a StrongBuy and VMVFX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. VMVFX (2.1B). VMVFX pays higher dividends than CWIAX: VMVFX (1.73) vs CWIAX (1.46). CWIAX was incepted earlier than VMVFX: CWIAX (23 years) vs VMVFX (12 years). CWIAX (0.78) is less costly to investors than VMVFX (0.21). VMVFX is a more actively managed with annual turnover of: 35.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than VMVFX: CWIAX (250) vs VMVFX (3000). CWIAX annual gain was more profitable for investors over the last year : 13.76 vs. VMVFX (8.41). CWIAX return over 5 years is better than : 55.06 vs. VMVFX (30.45).
CWIAXVMVFXCWIAX / VMVFX
Total Expense Ratio0.780.21371%
Annual Report Gross Expense Ratio0.780.21371%
Fund Existence23 years12 years-
Gain YTD15.0079.357160%
Front Load4%N/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets137B2.1B6,533%
Annual Yield % from dividends1.461.7384%
Returns for 1 year13.768.41164%
Returns for 3 years52.4222.84229%
Returns for 5 years55.0630.45181%
Returns for 10 years84.5450.25168%
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