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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$70.58
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets135.09B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.22
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets35.37M
CWGCX vs WTMVX Comparison Chart in %
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CWGCX vs. WTMVX commentary
Aug 08, 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 WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. WTMVX (35.4M). CWGCX (0.84) and WTMVX (0.83) 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 annual gain was more profitable for investors over the last year : 15.52 vs. WTMVX (10.52). CWGCX return over 5 years is better than : 42.47 vs. WTMVX (26.87).
| 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 | 13.022 | 7.306 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 35.4M | 381,356% |
| Annual Yield % from dividends | 0.84 | 0.83 | 100% |
| Returns for 1 year | 15.52 | 10.52 | 147% |
| Returns for 3 years | 40.04 | 33.22 | 121% |
| Returns for 5 years | 42.47 | 26.87 | 158% |
| Returns for 10 years | 54.64 | 30.43 | 180% |
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