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VTWAX vs WGIFX
VTWAX vs WGIFX Comparison
Open Charts VTWAX vs WGIFX
Vanguard Total World Stock Index Admiral
Price$42.35
Change+$0.33 (+0.79%)
VolumeN/A
Net Assets54.59B
American Funds Capital World Gr&Inc F2
Price$64.76
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
VTWAX vs WGIFX Comparison Chart
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VTWAX vs. WGIFX commentary
Jan 19, 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 Hold and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 127B vs. VTWAX (54.6B). VTWAX pays higher dividends than WGIFX: VTWAX (2.04) vs WGIFX (1.90). VTWAX was incepted earlier than WGIFX: VTWAX (6 years) vs WGIFX (16 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 : 18.16 vs. WGIFX (11.21). VTWAX return over 5 years is better than : 45.83 vs. WGIFX (28.69).
| VTWAX | WGIFX | VTWAX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 1.827 | 2.065 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.6B | 127B | 43% |
| Annual Yield % from dividends | 2.04 | 1.90 | 107% |
| Returns for 1 year | 18.16 | 11.21 | 162% |
| Returns for 3 years | 15.70 | 9.14 | 172% |
| Returns for 5 years | 45.83 | 28.69 | 160% |
| Returns for 10 years | N/A | 49.01 | - |