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CWGCX vs WIMVX
CWGCX vs WIMVX Comparison
Open Charts CWGCX vs WIMVX
American Funds Capital World Gr&Inc C
Price$59.96
Change+$3.86 (+6.88%)
VolumeN/A
Net Assets109.46B
Segall Bryant & Hamill Glb All Cp Inst
Price$10.54
Change+$0.83 (+8.55%)
VolumeN/A
Net Assets29.72M
CWGCX vs WIMVX Comparison Chart
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CWGCX vs. WIMVX commentary
Apr 11, 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 CWGCX is a Buy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 109B vs. WIMVX (29.7M). WIMVX (0.96) and CWGCX (0.93) have matching dividends . CWGCX was incepted earlier than WIMVX: CWGCX (24 years) vs WIMVX (18 years). CWGCX (1.49) is less costly to investors than WIMVX (1.35). CWGCX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (24.00). CWGCX has a lower initial minimum investment than WIMVX: CWGCX (250) vs WIMVX (250000). WIMVX annual gain was more profitable for investors over the last year : -10.47 vs. CWGCX (-11.55). CWGCX return over 5 years is better than : 34.01 vs. WIMVX (14.97).
| CWGCX | WIMVX | CWGCX / WIMVX | |
| Total Expense Ratio | 1.49 | 0.74 | 201% |
| Annual Report Gross Expense Ratio | 1.49 | 1.35 | 110% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -10.472 | -13.226 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 29.7M | 367,003% |
| Annual Yield % from dividends | 0.93 | 0.96 | 97% |
| Returns for 1 year | -11.55 | -10.47 | 110% |
| Returns for 3 years | -0.30 | 2.12 | -14% |
| Returns for 5 years | 34.01 | 14.97 | 227% |
| Returns for 10 years | 20.56 | 7.67 | 268% |