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CWIAX vs VMVFX
CWIAX vs VMVFX Comparison
Open Charts CWIAX vs VMVFX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets132.46B
Vanguard Global Minimum Volatility I
Price$16.60
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets2.09B
CWIAX vs VMVFX Comparison Chart
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CWIAX 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 CWIAX is a Buy and VMVFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 132B vs. VMVFX (2.09B). VMVFX pays higher dividends than CWIAX: VMVFX (1.74) vs CWIAX (1.52). 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). VMVFX annual gain was more profitable for investors over the last year : 10.20 vs. CWIAX (6.31). CWIAX return over 5 years is better than : 56.31 vs. VMVFX (33.85).
| 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 | 12 years | - |
| Gain YTD | 9.031 | 8.512 | 106% |
| Front Load | 4% | 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 | 1.52 | 1.74 | 87% |
| Returns for 1 year | 6.31 | 10.20 | 62% |
| Returns for 3 years | 45.37 | 26.94 | 168% |
| Returns for 5 years | 56.31 | 33.85 | 166% |
| Returns for 10 years | 73.44 | 50.50 | 145% |
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