Ad is loading...
VTWAX vs WGIFX
VTWAX vs WGIFX Comparison
Open Charts VTWAX vs WGIFX
Vanguard Total World Stock Index Admiral
Price$39.29
Change+$0.79 (+2.05%)
VolumeN/A
Net Assets54.19B
American Funds Capital World Gr&Inc F2
Price$60.75
Change+$1.10 (+1.84%)
VolumeN/A
Net Assets115.05B
VTWAX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VTWAX vs. WGIFX commentary
Apr 12, 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: 115B vs. VTWAX (54.2B). VTWAX (1.92) and WGIFX (1.87) 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 : -0.33 vs. WGIFX (-3.96). VTWAX return over 5 years is better than : 64.70 vs. WGIFX (48.30).
| 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 | -7.366 | -3.909 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.2B | 115B | 47% |
| Annual Yield % from dividends | 1.92 | 1.87 | 102% |
| Returns for 1 year | -0.33 | -3.96 | 8% |
| Returns for 3 years | 11.57 | 11.25 | 103% |
| Returns for 5 years | 64.70 | 48.30 | 134% |
| Returns for 10 years | N/A | 33.68 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...