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VTWAX vs WGIFX
VTWAX vs WGIFX Comparison
Open Charts VTWAX vs WGIFX
Vanguard Total World Stock Index Admiral
Price$41.86
Change-$1.19 (-2.76%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$63.54
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
VTWAX vs WGIFX Comparison Chart
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VTWAX vs. WGIFX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 121B vs. VTWAX (55.5B). 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 : 20.11 vs. WGIFX (12.27). VTWAX return over 5 years is better than : 51.93 vs. WGIFX (33.40).
| 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 | 18.363 | 10.665 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5B | 121B | 46% |
| Annual Yield % from dividends | 2.04 | 1.90 | 107% |
| Returns for 1 year | 20.11 | 12.27 | 164% |
| Returns for 3 years | 17.38 | 10.44 | 166% |
| Returns for 5 years | 51.93 | 33.40 | 155% |
| Returns for 10 years | N/A | 48.79 | - |