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CWGFX vs WIMVX
CWGFX vs WIMVX Comparison
Open Charts CWGFX vs WIMVX
American Funds Capital World Gr&Inc F1
Price$63.53
Change-$1.75 (-2.68%)
VolumeN/A
Net Assets126.53B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.08
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets34.1M
CWGFX vs WIMVX Comparison Chart
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CWGFX vs. WIMVX commentary
Mar 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 StrongBuy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. WIMVX (34.1M). CWGFX pays higher dividends than WIMVX: CWGFX (1.54) vs WIMVX (0.92). CWGFX was incepted earlier than WIMVX: CWGFX (24 years) vs WIMVX (17 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). CWGFX annual gain was more profitable for investors over the last year : 3.26 vs. WIMVX (1.15). CWGFX return over 5 years is better than : 43.85 vs. WIMVX (20.96).
| 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 | 17 years | - |
| Gain YTD | 2.998 | -0.983 | -305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 34.1M | 372,434% |
| Annual Yield % from dividends | 1.54 | 0.92 | 167% |
| Returns for 1 year | 3.26 | 1.15 | 284% |
| Returns for 3 years | 24.16 | 25.30 | 96% |
| Returns for 5 years | 43.85 | 20.96 | 209% |
| Returns for 10 years | 47.81 | 26.57 | 180% |
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