Interact to see
Advertisement
Advertisement
CWIAX vs VMVFX
CWIAX vs VMVFX Comparison
Open Charts CWIAX vs VMVFX
American Funds Capital World Gr&Inc 529A
Price$66.79
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets129.86B
Vanguard Global Minimum Volatility I
Price$16.51
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.13B
CWIAX vs VMVFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. VMVFX commentary
May 23, 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 Buy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 130B vs. VMVFX (2.13B). VMVFX pays higher dividends than CWIAX: VMVFX (1.78) vs CWIAX (1.61). CWIAX was incepted earlier than VMVFX: CWIAX (23 years) vs VMVFX (11 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). VMVFX annual gain was more profitable for investors over the last year : 9.01 vs. CWIAX (2.98). CWIAX return over 5 years is better than : 59.19 vs. VMVFX (36.25).
| CWIAX | VMVFX | CWIAX / VMVFX | |
| Total Expense Ratio | 0.78 | 0.21 | 371% |
| Annual Report Gross Expense Ratio | 0.78 | 0.21 | 371% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 5.963 | 8.187 | 73% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 2.13B | 6,092% |
| Annual Yield % from dividends | 1.61 | 1.78 | 91% |
| Returns for 1 year | 2.98 | 9.01 | 33% |
| Returns for 3 years | 34.19 | 22.41 | 153% |
| Returns for 5 years | 59.19 | 36.25 | 163% |
| Returns for 10 years | 64.67 | 48.14 | 134% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement