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CWGFX vs WIMVX
CWGFX vs WIMVX Comparison
Open Charts CWGFX vs WIMVX
American Funds Capital World Gr&Inc F1
Price$74.64
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets139.3B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.20
Change-$0.08 (-0.65%)
VolumeN/A
Net Assets35.39M
CWGFX vs WIMVX Comparison Chart in %
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CWGFX vs. WIMVX commentary
Sep 16, 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: 139B vs. WIMVX (35.4M). CWGFX pays higher dividends than WIMVX: CWGFX (1.39) vs WIMVX (0.86). 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 : 13.92 vs. WIMVX (4.03). CWGFX return over 5 years is better than : 52.06 vs. WIMVX (28.39).
| 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 | 18.690 | 9.026 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 35.4M | 392,655% |
| Annual Yield % from dividends | 1.39 | 0.86 | 162% |
| Returns for 1 year | 13.92 | 4.03 | 345% |
| Returns for 3 years | 56.15 | 43.03 | 131% |
| Returns for 5 years | 52.06 | 28.39 | 183% |
| Returns for 10 years | 78.80 | 43.32 | 182% |
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