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VTWAX vs WGIFX
VTWAX vs WGIFX Comparison
Open Charts VTWAX vs WGIFX
Vanguard Total World Stock Index Admiral
Price$44.07
Change-$0.11 (-0.25%)
VolumeN/A
Net Assets59.83B
American Funds Capital World Gr&Inc F2
Price$68.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
VTWAX vs WGIFX Comparison Chart
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VTWAX vs. WGIFX commentary
Jun 07, 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 Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. VTWAX (59.8B). VTWAX (1.80) and WGIFX (1.75) have matching dividends . VTWAX was incepted earlier than WGIFX: VTWAX (6 years) vs WGIFX (17 years). WGIFX (0.52) is less costly to investors than VTWAX (0.09). WGIFX is a more actively managed with annual turnover of: 27.00 vs. VTWAX (3.00). 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 : 11.21 vs. WGIFX (6.40). VTWAX return over 5 years is better than : 62.90 vs. WGIFX (46.53).
| VTWAX | WGIFX | VTWAX / WGIFX | |
| Total Expense Ratio | 0.09 | 0.52 | 17% |
| Annual Report Gross Expense Ratio | 0.09 | 0.52 | 17% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 6.301 | 8.745 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8B | 131B | 46% |
| Annual Yield % from dividends | 1.80 | 1.75 | 103% |
| Returns for 1 year | 11.21 | 6.40 | 175% |
| Returns for 3 years | 34.52 | 30.21 | 114% |
| Returns for 5 years | 62.90 | 46.53 | 135% |
| Returns for 10 years | N/A | 53.53 | - |
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