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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.91
Change+$0.10 (+0.85%)
VolumeN/A
Net Assets34.64M
CWGCX vs WTMVX Comparison Chart
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CWGCX vs. WTMVX commentary
Jun 07, 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 Buy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. WTMVX (34.6M). CWGCX (0.87) and WTMVX (0.86) have matching dividends . CWGCX was incepted earlier than WTMVX: CWGCX (24 years) vs WTMVX (37 years). CWGCX (1.49) and WTMVX (1.43) have similar cost to investors . CWGCX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). CWGCX has a lower initial minimum investment than WTMVX: CWGCX (250) vs WTMVX (2500). CWGCX (5.53) and WTMVX (5.28) have marching annual gain over last year. CWGCX return over 5 years is better than : 42.30 vs. WTMVX (21.59).
| CWGCX | WTMVX | CWGCX / WTMVX | |
| Total Expense Ratio | 1.49 | 0.89 | 167% |
| Annual Report Gross Expense Ratio | 1.49 | 1.43 | 104% |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 8.711 | 3.961 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 34.6M | 378,613% |
| Annual Yield % from dividends | 0.87 | 0.86 | 101% |
| Returns for 1 year | 5.53 | 5.28 | 105% |
| Returns for 3 years | 26.86 | 27.83 | 96% |
| Returns for 5 years | 42.30 | 21.59 | 196% |
| Returns for 10 years | 49.31 | 29.12 | 169% |
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