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VTWAX vs WGIFX
VTWAX vs WGIFX Comparison
Open Charts VTWAX vs WGIFX
Vanguard Total World Stock Index Admiral
Price$43.15
Change-$0.61 (-1.39%)
VolumeN/A
Net Assets55.98B
American Funds Capital World Gr&Inc F2
Price$66.21
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
VTWAX vs WGIFX Comparison Chart
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VTWAX vs. WGIFX commentary
Feb 23, 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 VTWAX is a StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 128B vs. VTWAX (56B). VTWAX pays higher dividends than WGIFX: VTWAX (2.04) vs WGIFX (1.90). VTWAX was incepted earlier than WGIFX: VTWAX (6 years) vs WGIFX (17 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. VTWAX (4.00). WGIFX has a lower initial minimum investment than VTWAX: WGIFX (250) vs VTWAX (3000). VTWAX annual gain was more profitable for investors over the last year : 15.36 vs. WGIFX (7.35). VTWAX return over 5 years is better than : 52.56 vs. WGIFX (33.63).
| VTWAX | WGIFX | VTWAX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 5.218 | 4.350 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56B | 128B | 44% |
| Annual Yield % from dividends | 2.04 | 1.90 | 107% |
| Returns for 1 year | 15.36 | 7.35 | 209% |
| Returns for 3 years | 25.79 | 17.14 | 150% |
| Returns for 5 years | 52.56 | 33.63 | 156% |
| Returns for 10 years | N/A | 45.71 | - |
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