Ad is loading...
VTWIX vs WGIFX
VTWIX vs WGIFX Comparison
Open Charts VTWIX vs WGIFX
Vanguard Total World Stock Index I
Price$241.31
Change-$6.85 (-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
VTWIX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
VTWIX 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 VTWIX is a StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 121B vs. VTWIX (55.5B). VTWIX pays higher dividends than WGIFX: VTWIX (2.05) vs WGIFX (1.90). VTWIX was incepted earlier than WGIFX: VTWIX (16 years) vs WGIFX (16 years). WGIFX is a more actively managed with annual turnover of: 27.00 vs. VTWIX (4.00). WGIFX has a lower initial minimum investment than VTWIX: WGIFX (250) vs VTWIX (5000000). VTWIX annual gain was more profitable for investors over the last year : 20.11 vs. WGIFX (12.27). VTWIX return over 5 years is better than : 51.95 vs. WGIFX (33.40).
| VTWIX | WGIFX | VTWIX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 18.370 | 10.665 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.5B | 121B | 46% |
| Annual Yield % from dividends | 2.05 | 1.90 | 108% |
| Returns for 1 year | 20.11 | 12.27 | 164% |
| Returns for 3 years | 17.40 | 10.44 | 167% |
| Returns for 5 years | 51.95 | 33.40 | 156% |
| Returns for 10 years | 110.53 | 48.79 | 227% |
View a ticker or compare two or three
VS
VS
Ad is loading...