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CWGFX vs WIMVX
CWGFX vs WIMVX Comparison
Open Charts CWGFX vs WIMVX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.09
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets35.8M
CWGFX vs WIMVX Comparison Chart in %
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CWGFX vs. WIMVX commentary
Jul 05, 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: 136B vs. WIMVX (35.8M). CWGFX pays higher dividends than WIMVX: CWGFX (1.42) vs WIMVX (0.87). CWGFX was incepted earlier than WIMVX: CWGFX (24 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 : 9.29 vs. WIMVX (7.64). CWGFX return over 5 years is better than : 52.71 vs. WIMVX (31.65).
| CWGFX | WIMVX | CWGFX / WIMVX | |
| Total Expense Ratio | 0.80 | 0.74 | 108% |
| Annual Report Gross Expense Ratio | 0.80 | 1.44 | 56% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 13.538 | 8.043 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.8M | 379,888% |
| Annual Yield % from dividends | 1.42 | 0.87 | 164% |
| Returns for 1 year | 9.29 | 7.64 | 122% |
| Returns for 3 years | 50.04 | 45.58 | 110% |
| Returns for 5 years | 52.71 | 31.65 | 167% |
| Returns for 10 years | 62.66 | 37.40 | 168% |
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