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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.51
Change-$0.20 (-1.71%)
VolumeN/A
Net Assets35.01M
CWGCX vs WTMVX Comparison Chart
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CWGCX vs. WTMVX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B 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 (37 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). CWGCX annual gain was more profitable for investors over the last year : 6.26 vs. WTMVX (5.69). CWGCX return over 5 years is better than : 29.73 vs. WTMVX (9.50).
| CWGCX | WTMVX | CWGCX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 4.224 | 1.320 | 320% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 35M | 365,714% |
| Annual Yield % from dividends | 1.04 | 0.57 | 183% |
| Returns for 1 year | 6.26 | 5.69 | 110% |
| Returns for 3 years | 14.81 | 20.73 | 71% |
| Returns for 5 years | 29.73 | 9.50 | 313% |
| Returns for 10 years | 41.32 | 23.19 | 178% |