Interact to see
Advertisement
Advertisement
CWGCX vs WIMVX
CWGCX vs WIMVX Comparison
Open Charts CWGCX vs WIMVX
American Funds Capital World Gr&Inc C
Price$71.65
Change+$0.91 (+1.29%)
VolumeN/A
Net Assets135.64B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.17
Change+$0.12 (+1.00%)
VolumeN/A
Net Assets35.83M
CWGCX vs WIMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. WIMVX commentary
Aug 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 CWGCX is a StrongBuy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. WIMVX (35.8M). WIMVX (0.87) and CWGCX (0.84) 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 : 14.18 vs. WIMVX (7.86). CWGCX return over 5 years is better than : 43.01 vs. WIMVX (25.92).
| 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 | 14.735 | 7.685 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.8M | 379,888% |
| Annual Yield % from dividends | 0.84 | 0.87 | 96% |
| Returns for 1 year | 14.18 | 7.86 | 180% |
| Returns for 3 years | 38.18 | 30.49 | 125% |
| Returns for 5 years | 43.01 | 25.92 | 166% |
| Returns for 10 years | 59.21 | 33.26 | 178% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement