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CWGCX vs WIMVX
CWGCX vs WIMVX Comparison
Open Charts CWGCX vs WIMVX
American Funds Capital World Gr&Inc C
Price$70.21
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets134.85B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.02
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets35.4M
CWGCX vs WIMVX Comparison Chart in %
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CWGCX vs. WIMVX commentary
Jul 02, 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: 135B vs. WIMVX (35.4M). 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 : 9.12 vs. WIMVX (7.72). CWGCX return over 5 years is better than : 48.75 vs. WIMVX (30.54).
| 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 | 12.029 | 6.792 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 35.4M | 381,356% |
| Annual Yield % from dividends | 0.87 | 0.90 | 96% |
| Returns for 1 year | 9.12 | 7.72 | 118% |
| Returns for 3 years | 45.86 | 43.89 | 104% |
| Returns for 5 years | 48.75 | 30.54 | 160% |
| Returns for 10 years | 55.32 | 34.74 | 159% |