Interact to see
Advertisement
Advertisement
VMVFX vs WGIFX
VMVFX vs WGIFX Comparison
Open Charts VMVFX vs WGIFX
Vanguard Global Minimum Volatility I
Price$16.65
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets2.13B
American Funds Capital World Gr&Inc F2
Price$68.32
Change+$0.50 (+0.74%)
VolumeN/A
Net Assets129.24B
VMVFX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VMVFX vs. WGIFX commentary
Jun 03, 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 VMVFX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 129B vs. VMVFX (2.13B). WGIFX (1.75) and VMVFX (1.74) have matching dividends . VMVFX was incepted earlier than WGIFX: VMVFX (11 years) vs WGIFX (17 years). WGIFX (0.52) is less costly to investors than VMVFX (0.21). VMVFX is a more actively managed with annual turnover of: 35.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than VMVFX: WGIFX (250) vs VMVFX (3000). VMVFX annual gain was more profitable for investors over the last year : 9.76 vs. WGIFX (6.97). WGIFX return over 5 years is better than : 47.86 vs. VMVFX (28.86).
| VMVFX | WGIFX | VMVFX / WGIFX | |
| Total Expense Ratio | 0.21 | 0.52 | 40% |
| Annual Report Gross Expense Ratio | 0.21 | 0.52 | 40% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 7.862 | 8.065 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 129B | 2% |
| Annual Yield % from dividends | 1.74 | 1.75 | 100% |
| Returns for 1 year | 9.76 | 6.97 | 140% |
| Returns for 3 years | 19.52 | 29.81 | 65% |
| Returns for 5 years | 28.86 | 47.86 | 60% |
| Returns for 10 years | 49.73 | 51.97 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement