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$72.47
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Vanguard Global Minimum Volatility I
Price$16.84
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.15B
CWIAX vs VMVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. VMVFX commentary
Aug 17, 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.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. VMVFX (2.15B). VMVFX pays higher dividends than CWIAX: VMVFX (1.74) vs CWIAX (1.46). 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 : 11.41 vs. VMVFX (5.75). CWIAX return over 5 years is better than : 51.32 vs. VMVFX (27.21).
| 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 | 15.485 | 9.422 | 164% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.15B | 6,384% |
| Annual Yield % from dividends | 1.46 | 1.74 | 84% |
| Returns for 1 year | 11.41 | 5.75 | 198% |
| Returns for 3 years | 42.58 | 18.54 | 230% |
| Returns for 5 years | 51.32 | 27.21 | 189% |
| Returns for 10 years | 85.94 | 47.70 | 180% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement