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CWIAX vs VMVFX
CWIAX vs VMVFX Comparison
Open Charts CWIAX vs VMVFX
American Funds Capital World Gr&Inc 529A
Price$75.51
Change-$0.30 (-0.40%)
VolumeN/A
Net Assets142.48B
Vanguard Global Minimum Volatility I
Price$17.17
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.05B
CWIAX vs VMVFX Comparison Chart in %
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CWIAX vs. VMVFX commentary
Oct 08, 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: 142B vs. VMVFX (2.05B). VMVFX pays higher dividends than CWIAX: VMVFX (1.69) vs CWIAX (1.39). CWIAX was incepted earlier than VMVFX: CWIAX (24 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 : 12.23 vs. VMVFX (5.90). CWIAX return over 5 years is better than : 55.37 vs. VMVFX (30.19).
| CWIAX | VMVFX | CWIAX / VMVFX | |
| Total Expense Ratio | 0.78 | 0.21 | 371% |
| Annual Report Gross Expense Ratio | 0.78 | 0.21 | 371% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 20.645 | 11.566 | 178% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 2.05B | 6,913% |
| Annual Yield % from dividends | 1.39 | 1.69 | 82% |
| Returns for 1 year | 12.23 | 5.90 | 207% |
| Returns for 3 years | 70.18 | 33.53 | 209% |
| Returns for 5 years | 55.37 | 30.19 | 183% |
| Returns for 10 years | 101.41 | 53.81 | 188% |
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