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CWGFX vs WIMVX
CWGFX vs WIMVX Comparison
Open Charts CWGFX vs WIMVX
American Funds Capital World Gr&Inc F1
Price$60.57
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
Segall Bryant & Hamill Glb All Cp Inst
Price$10.54
Change+$0.83 (+8.55%)
VolumeN/A
Net Assets29.72M
CWGFX vs WIMVX Comparison Chart
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CWGFX vs. WIMVX commentary
Apr 11, 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 Buy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 109B vs. WIMVX (29.7M). CWGFX pays higher dividends than WIMVX: CWGFX (1.59) vs WIMVX (0.96). CWGFX was incepted earlier than WIMVX: CWGFX (24 years) vs WIMVX (18 years). WIMVX (1.35) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (24.00). CWGFX has a lower initial minimum investment than WIMVX: CWGFX (250) vs WIMVX (250000). WIMVX (-10.47) and CWGFX (-10.91) have marching annual gain over last year. CWGFX return over 5 years is better than : 37.20 vs. WIMVX (14.97).
| CWGFX | WIMVX | CWGFX / WIMVX | |
| Total Expense Ratio | 0.80 | 0.74 | 108% |
| Annual Report Gross Expense Ratio | 0.80 | 1.35 | 59% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -10.327 | -13.226 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 29.7M | 367,003% |
| Annual Yield % from dividends | 1.59 | 0.96 | 166% |
| Returns for 1 year | -10.91 | -10.47 | 104% |
| Returns for 3 years | 1.33 | 2.12 | 62% |
| Returns for 5 years | 37.20 | 14.97 | 248% |
| Returns for 10 years | 23.45 | 7.67 | 306% |
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