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CWGFX vs WTMVX
CWGFX vs WTMVX Comparison
Open Charts CWGFX vs WTMVX
American Funds Capital World Gr&Inc F1
Price$60.83
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
Segall Bryant & Hamill Glb All Cp Retail
Price$10.59
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets31.78M
CWGFX vs WTMVX Comparison Chart
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CWGFX vs. WTMVX commentary
Apr 18, 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: 117B vs. WTMVX (31.8M). CWGFX pays higher dividends than WTMVX: CWGFX (1.59) vs WTMVX (0.92). 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 (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 : 0.44 vs. CWGFX (-0.97). CWGFX return over 5 years is better than : 43.42 vs. WTMVX (20.52).
| 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 | -3.744 | -6.778 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 31.8M | 367,925% |
| Annual Yield % from dividends | 1.59 | 0.92 | 174% |
| Returns for 1 year | -0.97 | 0.44 | -222% |
| Returns for 3 years | 10.84 | 11.31 | 96% |
| Returns for 5 years | 43.42 | 20.52 | 212% |
| Returns for 10 years | 32.63 | 14.68 | 222% |
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