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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$63.82
Change-$1.08 (-1.66%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Retail
Price$11.68
Change-$0.15 (-1.27%)
VolumeN/A
CapitalizationN/A
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CWGCX vs WTMVX Comparison Chart
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CWGCX vs. WTMVX commentary
Sep 07, 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 StrongBuy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 121B vs. WTMVX (35M). CWGCX pays higher dividends than WTMVX: CWGCX (1.04) vs WTMVX (0.57). CWGCX was incepted earlier than WTMVX: CWGCX (24 years) vs WTMVX (36 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 : 19.41 vs. CWGCX (16.46). CWGCX return over 5 years is better than : 38.30 vs. WTMVX (12.97).
| CWGCX | WTMVX | CWGCX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | 9.779 | 14.854 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 35M | 345,714% |
| Annual Yield % from dividends | 1.04 | 0.57 | 183% |
| Returns for 1 year | 16.46 | 19.41 | 85% |
| Returns for 3 years | 0.09 | 5.18 | 2% |
| Returns for 5 years | 38.30 | 12.97 | 295% |
| Returns for 10 years | 42.27 | 21.29 | 199% |
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