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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$73.92
Change-$0.27 (-0.36%)
VolumeN/A
Net Assets140.8B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.42
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets35.8M
CWGCX vs WTMVX Comparison Chart in %
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CWGCX vs. WTMVX commentary
Sep 18, 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 (35.8M). WTMVX (0.82) and CWGCX (0.82) have matching dividends . CWGCX was incepted earlier than WTMVX: CWGCX (25 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 : 12.47 vs. WTMVX (4.26). CWGCX return over 5 years is better than : 48.55 vs. WTMVX (28.69).
| 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 | 37 years | - |
| Gain YTD | 18.464 | 9.507 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 35.8M | 393,855% |
| Annual Yield % from dividends | 0.82 | 0.82 | 100% |
| Returns for 1 year | 12.47 | 4.26 | 293% |
| Returns for 3 years | 55.63 | 46.31 | 120% |
| Returns for 5 years | 48.55 | 28.69 | 169% |
| Returns for 10 years | 76.02 | 43.11 | 176% |
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