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CWGFX vs WTMVX
CWGFX vs WTMVX Comparison
Open Charts CWGFX vs WTMVX
American Funds Capital World Gr&Inc F1
Price$64.85
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.56B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.40
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets33.75M
CWGFX vs WTMVX Comparison Chart
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CWGFX vs. WTMVX commentary
May 09, 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 WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. WTMVX (33.8M). CWGFX pays higher dividends than WTMVX: CWGFX (1.58) vs WTMVX (0.90). CWGFX was incepted earlier than WTMVX: CWGFX (24 years) vs WTMVX (37 years). WTMVX (1.49) 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). WTMVX annual gain was more profitable for investors over the last year : 3.00 vs. CWGFX (2.20). CWGFX return over 5 years is better than : 50.51 vs. WTMVX (26.26).
| CWGFX | WTMVX | CWGFX / WTMVX | |
| Total Expense Ratio | 0.80 | 0.89 | 90% |
| Annual Report Gross Expense Ratio | 0.80 | 1.49 | 54% |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 2.617 | -0.088 | -2,973% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 33.8M | 369,822% |
| Annual Yield % from dividends | 1.58 | 0.90 | 175% |
| Returns for 1 year | 2.20 | 3.00 | 73% |
| Returns for 3 years | 30.66 | 33.03 | 93% |
| Returns for 5 years | 50.51 | 26.26 | 192% |
| Returns for 10 years | 40.75 | 20.84 | 196% |
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