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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$75.80
Change+$0.72 (+0.96%)
VolumeN/A
Net Assets141.14B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.44
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets34.67M
CWGCX vs WTMVX Comparison Chart in %
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CWGCX vs. WTMVX commentary
Nov 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: 141B vs. WTMVX (34.7M). WTMVX pays higher dividends than CWGCX: WTMVX (0.80) vs CWGCX (0.75). CWGCX was incepted earlier than WTMVX: CWGCX (25 years) vs WTMVX (38 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 : 12.97 vs. WTMVX (0.83). CWGCX return over 5 years is better than : 38.64 vs. WTMVX (16.91).
| CWGCX | WTMVX | CWGCX / WTMVX | |
| Total Expense Ratio | 1.49 | 0.89 | 167% |
| Annual Report Gross Expense Ratio | 1.49 | 1.43 | 104% |
| Fund Existence | 25 years | 38 years | - |
| Gain YTD | 21.477 | 8.803 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 34.7M | 406,340% |
| Annual Yield % from dividends | 0.75 | 0.80 | 93% |
| Returns for 1 year | 12.97 | 0.83 | 1,564% |
| Returns for 3 years | 49.51 | 35.95 | 138% |
| Returns for 5 years | 38.64 | 16.91 | 229% |
| Returns for 10 years | 74.44 | 34.47 | 216% |
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