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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.28
Change+$0.11 (+0.90%)
VolumeN/A
Net Assets35.8M
CWGCX vs WTMVX Comparison Chart in %
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CWGCX vs. WTMVX commentary
Jul 06, 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: 136B vs. WTMVX (35.8M). 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 : 8.49 vs. WTMVX (7.76). CWGCX return over 5 years is better than : 48.95 vs. WTMVX (31.40).
| 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 | 13.166 | 8.099 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.8M | 379,888% |
| Annual Yield % from dividends | 0.83 | 0.83 | 101% |
| Returns for 1 year | 8.49 | 7.76 | 109% |
| Returns for 3 years | 47.34 | 45.27 | 105% |
| Returns for 5 years | 48.95 | 31.40 | 156% |
| Returns for 10 years | 58.53 | 36.55 | 160% |
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