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CWGFX vs WIMVX
CWGFX vs WIMVX Comparison
Open Charts CWGFX vs WIMVX
American Funds Capital World Gr&Inc F1
Price$75.31
Change-$0.15 (-0.20%)
VolumeN/A
Net Assets141.27B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.13
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets35.26M
CWGFX vs WIMVX Comparison Chart in %
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CWGFX vs. WIMVX commentary
Oct 17, 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 CWGFX is a Hold and WIMVX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. WIMVX (35.3M). CWGFX pays higher dividends than WIMVX: CWGFX (1.35) vs WIMVX (0.85). CWGFX was incepted earlier than WIMVX: CWGFX (25 years) vs WIMVX (18 years). WIMVX (1.44) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). CWGFX has a lower initial minimum investment than WIMVX: CWGFX (250) vs WIMVX (250000). CWGFX annual gain was more profitable for investors over the last year : 11.25 vs. WIMVX (1.97). CWGFX return over 5 years is better than : 50.66 vs. WIMVX (24.29).
| CWGFX | WIMVX | CWGFX / WIMVX | |
| Total Expense Ratio | 0.80 | 0.74 | 108% |
| Annual Report Gross Expense Ratio | 0.80 | 1.44 | 56% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 20.057 | 8.758 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 35.3M | 399,433% |
| Annual Yield % from dividends | 1.35 | 0.85 | 159% |
| Returns for 1 year | 11.25 | 1.97 | 571% |
| Returns for 3 years | 68.38 | 50.26 | 136% |
| Returns for 5 years | 50.66 | 24.29 | 209% |
| Returns for 10 years | 76.47 | 38.17 | 200% |