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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$63.47
Change+$0.58 (+0.92%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Retail
Price$11.60
Change+$0.04 (+0.35%)
VolumeN/A
CapitalizationN/A
CWGCX vs WTMVX Comparison Chart
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CWGCX vs. WTMVX commentary
Dec 24, 2024
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 WTMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. WTMVX (35.9M). CWGCX pays higher dividends than WTMVX: CWGCX (1.04) vs WTMVX (0.57). CWGCX was incepted earlier than WTMVX: CWGCX (24 years) vs WTMVX (37 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (24.00). CWGCX has a lower initial minimum investment than WTMVX: CWGCX (250) vs WTMVX (2500). WTMVX annual gain was more profitable for investors over the last year : 13.23 vs. CWGCX (8.65). CWGCX return over 5 years is better than : 26.88 vs. WTMVX (9.16).
| CWGCX | WTMVX | CWGCX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 7.842 | 12.621 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 35.9M | 348,189% |
| Annual Yield % from dividends | 1.04 | 0.57 | 183% |
| Returns for 1 year | 8.65 | 13.23 | 65% |
| Returns for 3 years | 4.04 | 7.61 | 53% |
| Returns for 5 years | 26.88 | 9.16 | 293% |
| Returns for 10 years | 41.47 | 23.15 | 179% |
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