Interact to see
Advertisement
Advertisement
CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$70.73
Change+$0.28 (+0.40%)
VolumeN/A
Net Assets135.41B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.12
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets35.06M
CWGCX vs WTMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. WTMVX commentary
Jul 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 Buy and WTMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. WTMVX (35.1M). CWGCX (0.83) and WTMVX (0.83) 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 : 8.10 vs. WTMVX (3.85). CWGCX return over 5 years is better than : 45.26 vs. WTMVX (25.49).
| 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 | 13.262 | 5.810 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 35.1M | 384,615% |
| Annual Yield % from dividends | 0.83 | 0.83 | 101% |
| Returns for 1 year | 8.10 | 3.85 | 211% |
| Returns for 3 years | 49.71 | 42.03 | 118% |
| Returns for 5 years | 45.26 | 25.49 | 178% |
| Returns for 10 years | 54.19 | 30.09 | 180% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement