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CWGFX vs WTMVX
CWGFX vs WTMVX Comparison
Open Charts CWGFX vs WTMVX
American Funds Capital World Gr&Inc F1
Price$67.77
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Retail
Price$12.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CWGFX vs WTMVX Comparison Chart
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CWGFX vs. WTMVX commentary
Nov 22, 2024
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 WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 126B vs. WTMVX (36.5M). CWGFX pays higher dividends than WTMVX: CWGFX (1.64) vs WTMVX (0.57). CWGFX was incepted earlier than WTMVX: CWGFX (24 years) vs WTMVX (37 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (24.00). CWGFX has a lower initial minimum investment than WTMVX: CWGFX (250) vs WTMVX (2500). WTMVX annual gain was more profitable for investors over the last year : 21.00 vs. CWGFX (18.76). CWGFX return over 5 years is better than : 40.63 vs. WTMVX (10.93).
| CWGFX | WTMVX | CWGFX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 14.275 | 18.835 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 36.5M | 345,205% |
| Annual Yield % from dividends | 1.64 | 0.57 | 287% |
| Returns for 1 year | 18.76 | 21.00 | 89% |
| Returns for 3 years | 6.04 | 7.59 | 80% |
| Returns for 5 years | 40.63 | 10.93 | 372% |
| Returns for 10 years | 49.63 | 22.98 | 216% |
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