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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$64.17
Change+$0.19 (+0.30%)
VolumeN/A
Net Assets124.56B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.40
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets33.75M
CWGCX vs WTMVX Comparison Chart
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CWGCX vs. WTMVX commentary
May 09, 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 Buy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. WTMVX (33.8M). CWGCX (0.92) and WTMVX (0.90) have matching dividends . CWGCX was incepted earlier than WTMVX: CWGCX (24 years) vs WTMVX (37 years). CWGCX (1.49) and WTMVX (1.49) 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). WTMVX annual gain was more profitable for investors over the last year : 3.00 vs. CWGCX (1.49). CWGCX return over 5 years is better than : 47.06 vs. WTMVX (26.26).
| CWGCX | WTMVX | CWGCX / WTMVX | |
| Total Expense Ratio | 1.49 | 0.89 | 167% |
| Annual Report Gross Expense Ratio | 1.49 | 1.49 | 100% |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 2.407 | -0.088 | -2,735% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 33.8M | 369,822% |
| Annual Yield % from dividends | 0.92 | 0.90 | 102% |
| Returns for 1 year | 1.49 | 3.00 | 50% |
| Returns for 3 years | 28.58 | 33.03 | 87% |
| Returns for 5 years | 47.06 | 26.26 | 179% |
| Returns for 10 years | 37.47 | 20.84 | 180% |
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