Interact to see
Advertisement
Advertisement
CWGFX vs WTMVX
CWGFX vs WTMVX Comparison
Open Charts CWGFX vs WTMVX
American Funds Capital World Gr&Inc F1
Price$74.93
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.44
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets35.8M
CWGFX vs WTMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. WTMVX commentary
Sep 17, 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 WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. WTMVX (35.8M). CWGFX pays higher dividends than WTMVX: CWGFX (1.39) vs WTMVX (0.82). CWGFX was incepted earlier than WTMVX: CWGFX (25 years) vs WTMVX (37 years). WTMVX (1.43) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). CWGFX has a lower initial minimum investment than WTMVX: CWGFX (250) vs WTMVX (2500). CWGFX annual gain was more profitable for investors over the last year : 13.63 vs. WTMVX (4.17). CWGFX return over 5 years is better than : 51.73 vs. WTMVX (28.23).
| CWGFX | WTMVX | CWGFX / WTMVX | |
| Total Expense Ratio | 0.80 | 0.89 | 90% |
| Annual Report Gross Expense Ratio | 0.80 | 1.43 | 56% |
| Fund Existence | 25 years | 37 years | - |
| Gain YTD | 19.451 | 9.771 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 35.8M | 393,855% |
| Annual Yield % from dividends | 1.39 | 0.82 | 169% |
| Returns for 1 year | 13.63 | 4.17 | 327% |
| Returns for 3 years | 59.29 | 46.66 | 127% |
| Returns for 5 years | 51.73 | 28.23 | 183% |
| Returns for 10 years | 81.55 | 43.45 | 188% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement