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CWIAX vs VMVFX
CWIAX vs VMVFX Comparison
Open Charts CWIAX vs VMVFX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Vanguard Global Minimum Volatility I
Price$16.78
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets2.09B
CWIAX vs VMVFX Comparison Chart in %
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CWIAX vs. VMVFX commentary
Jul 06, 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: 136B vs. VMVFX (2.09B). 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 (9.32) and VMVFX (9.21) have marching annual gain over last year. CWIAX return over 5 years is better than : 56.88 vs. VMVFX (31.88).
| 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 | 13.573 | 9.032 | 150% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.09B | 6,498% |
| Annual Yield % from dividends | 1.46 | 1.73 | 84% |
| Returns for 1 year | 9.32 | 9.21 | 101% |
| Returns for 3 years | 51.64 | 23.19 | 223% |
| Returns for 5 years | 56.88 | 31.88 | 178% |
| Returns for 10 years | 84.28 | 51.48 | 164% |
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