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VTWAX vs WGIFX
VTWAX vs WGIFX Comparison
Open Charts VTWAX vs WGIFX
Vanguard Total World Stock Index Admiral
Price$41.79
Change-$0.20 (-0.48%)
VolumeN/A
Net Assets56.67B
American Funds Capital World Gr&Inc F2
Price$64.80
Change-$0.33 (-0.51%)
VolumeN/A
Net Assets125.2B
VTWAX vs WGIFX Comparison Chart
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VTWAX vs. WGIFX commentary
May 08, 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: 125B vs. VTWAX (56.7B). VTWAX (1.90) and WGIFX (1.86) 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 : 8.31 vs. WGIFX (2.51). VTWAX return over 5 years is better than : 74.46 vs. WGIFX (53.68).
| 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 | 1.031 | 2.497 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.7B | 125B | 45% |
| Annual Yield % from dividends | 1.90 | 1.86 | 103% |
| Returns for 1 year | 8.31 | 2.51 | 331% |
| Returns for 3 years | 30.13 | 26.98 | 112% |
| Returns for 5 years | 74.46 | 53.68 | 139% |
| Returns for 10 years | N/A | 41.28 | - |
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