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CWGFX vs WIMVX
CWGFX vs WIMVX Comparison
Open Charts CWGFX vs WIMVX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets125.76B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.47
Change+$0.07 (+0.61%)
VolumeN/A
Net Assets35.96M
CWGFX vs WIMVX Comparison Chart
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CWGFX vs. WIMVX commentary
Jan 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 CWGFX is a StrongBuy and WIMVX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 126B vs. WIMVX (36M). CWGFX pays higher dividends than WIMVX: CWGFX (1.64) vs WIMVX (0.70). CWGFX was incepted earlier than WIMVX: CWGFX (24 years) vs WIMVX (17 years). 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 annual gain was more profitable for investors over the last year : 13.42 vs. CWGFX (10.89). CWGFX return over 5 years is better than : 27.58 vs. WIMVX (10.71).
| CWGFX | WIMVX | CWGFX / WIMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 2.051 | 2.502 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 36M | 350,000% |
| Annual Yield % from dividends | 1.64 | 0.70 | 235% |
| Returns for 1 year | 10.89 | 13.42 | 81% |
| Returns for 3 years | 8.51 | 16.56 | 51% |
| Returns for 5 years | 27.58 | 10.71 | 258% |
| Returns for 10 years | 47.73 | 28.39 | 168% |
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