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CWGCX vs WIMVX
CWGCX vs WIMVX Comparison
Open Charts CWGCX vs WIMVX
American Funds Capital World Gr&Inc C
Price$69.58
Change+$0.78 (+1.13%)
VolumeN/A
Net Assets132.68B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.87
Change+$0.11 (+0.94%)
VolumeN/A
Net Assets34.84M
CWGCX vs WIMVX Comparison Chart in %
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CWGCX vs. WIMVX commentary
Jun 27, 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 StrongBuy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 133B vs. WIMVX (34.8M). WIMVX (0.90) and CWGCX (0.87) have matching dividends . CWGCX was incepted earlier than WIMVX: CWGCX (24 years) vs WIMVX (18 years). CWGCX (1.49) and WIMVX (1.44) have similar cost to investors . CWGCX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). CWGCX has a lower initial minimum investment than WIMVX: CWGCX (250) vs WIMVX (250000). CWGCX annual gain was more profitable for investors over the last year : 8.28 vs. WIMVX (6.20). CWGCX return over 5 years is better than : 51.71 vs. WIMVX (30.39).
| CWGCX | WIMVX | CWGCX / WIMVX | |
| Total Expense Ratio | 1.49 | 0.74 | 201% |
| Annual Report Gross Expense Ratio | 1.49 | 1.44 | 103% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 11.420 | 5.094 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 34.8M | 382,184% |
| Annual Yield % from dividends | 0.87 | 0.90 | 96% |
| Returns for 1 year | 8.28 | 6.20 | 133% |
| Returns for 3 years | 42.15 | 38.35 | 110% |
| Returns for 5 years | 51.71 | 30.39 | 170% |
| Returns for 10 years | 55.28 | 32.34 | 171% |
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