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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$69.58
Change+$0.78 (+1.13%)
VolumeN/A
Net Assets132.68B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.05
Change+$0.12 (+1.01%)
VolumeN/A
Net Assets34.84M
CWGCX vs WTMVX Comparison Chart in %
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CWGCX vs. WTMVX commentary
Jun 27, 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: 133B vs. WTMVX (34.8M). 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 annual gain was more profitable for investors over the last year : 8.28 vs. WTMVX (6.16). CWGCX return over 5 years is better than : 51.71 vs. WTMVX (30.09).
| 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 | 11.420 | 5.018 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 34.8M | 382,184% |
| Annual Yield % from dividends | 0.87 | 0.86 | 101% |
| Returns for 1 year | 8.28 | 6.16 | 134% |
| Returns for 3 years | 42.15 | 38.08 | 111% |
| Returns for 5 years | 51.71 | 30.09 | 172% |
| Returns for 10 years | 55.28 | 31.24 | 177% |
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