CWGCX
Price
$72.18
Change
+$0.35 (+0.49%)
Updated
Aug 28 closing price
Net Assets
136.73B
WTMVX
Price
$12.41
Change
+$0.09 (+0.73%)
Updated
Aug 28 closing price
Net Assets
35.33M
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CWGCX vs WTMVX

Header iconCWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVXBanner chart's image
American Funds Capital World Gr&Inc C
Price$72.18
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets136.73B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.41
Change+$0.09 (+0.73%)
VolumeN/A
Net Assets35.33M
CWGCX vs WTMVX Comparison Chart in %
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CWGCX vs. WTMVX commentary
Aug 30, 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.

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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. WTMVX (35.3M). 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 : 9.77 vs. WTMVX (3.77). CWGCX return over 5 years is better than : 40.49 vs. WTMVX (24.94).
CWGCXWTMVXCWGCX / WTMVX
Total Expense Ratio1.490.89167%
Annual Report Gross Expense Ratio1.491.43104%
Fund Existence24 years37 years-
Gain YTD15.5848.451184%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets137B35.3M388,102%
Annual Yield % from dividends0.840.83100%
Returns for 1 year9.773.77259%
Returns for 3 years46.7339.43119%
Returns for 5 years40.4924.94162%
Returns for 10 years70.0640.73172%
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