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CWIAX vs VMVFX
CWIAX vs VMVFX Comparison
Open Charts CWIAX vs VMVFX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
Vanguard Global Minimum Volatility I
Price$16.83
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets2.1B
CWIAX vs VMVFX Comparison Chart in %
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CWIAX vs. VMVFX commentary
Jul 27, 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 (2.1B). 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 annual gain was more profitable for investors over the last year : 13.76 vs. VMVFX (8.41). CWIAX return over 5 years is better than : 55.06 vs. VMVFX (30.45).
| 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 | 15.007 | 9.357 | 160% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.1B | 6,533% |
| Annual Yield % from dividends | 1.46 | 1.73 | 84% |
| Returns for 1 year | 13.76 | 8.41 | 164% |
| Returns for 3 years | 52.42 | 22.84 | 229% |
| Returns for 5 years | 55.06 | 30.45 | 181% |
| Returns for 10 years | 84.54 | 50.25 | 168% |
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