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VTWIX vs WGIFX
VTWIX vs WGIFX Comparison
Open Charts VTWIX vs WGIFX
Vanguard Total World Stock Index I
Price$255.10
Change-$3.16 (-1.22%)
VolumeN/A
Net Assets59.83B
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets132.46B
VTWIX vs WGIFX Comparison Chart
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VTWIX vs. WGIFX commentary
Jun 14, 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 VTWIX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 132B vs. VTWIX (59.8B). VTWIX (1.82) and WGIFX (1.75) have matching dividends . VTWIX was incepted earlier than WGIFX: VTWIX (17 years) vs WGIFX (17 years). WGIFX (0.52) is less costly to investors than VTWIX (0.07). WGIFX is a more actively managed with annual turnover of: 27.00 vs. VTWIX (3.00). 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 : 12.51 vs. WGIFX (6.58). VTWIX return over 5 years is better than : 72.76 vs. WGIFX (52.99).
| VTWIX | WGIFX | VTWIX / WGIFX | |
| Total Expense Ratio | 0.07 | 0.52 | 13% |
| Annual Report Gross Expense Ratio | 0.07 | 0.52 | 13% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 7.787 | 9.129 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.8B | 132B | 45% |
| Annual Yield % from dividends | 1.82 | 1.75 | 104% |
| Returns for 1 year | 12.51 | 6.58 | 190% |
| Returns for 3 years | 49.86 | 44.89 | 111% |
| Returns for 5 years | 72.76 | 52.99 | 137% |
| Returns for 10 years | 109.95 | 53.21 | 207% |