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CWGFX vs WTMVX
CWGFX vs WTMVX Comparison
Open Charts CWGFX vs WTMVX
American Funds Capital World Gr&Inc F1
Price$64.50
Change-$1.09 (-1.66%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Retail
Price$11.68
Change-$0.15 (-1.27%)
VolumeN/A
CapitalizationN/A
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CWGFX vs WTMVX Comparison Chart
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CWGFX vs. WTMVX commentary
Sep 07, 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: 121B vs. WTMVX (35M). CWGFX pays higher dividends than WTMVX: CWGFX (1.64) vs WTMVX (0.57). CWGFX was incepted earlier than WTMVX: CWGFX (24 years) vs WTMVX (36 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 : 19.41 vs. CWGFX (17.25). CWGFX return over 5 years is better than : 40.69 vs. WTMVX (12.97).
| CWGFX | WTMVX | CWGFX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 36 years | - |
| Gain YTD | 10.290 | 14.854 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 35M | 345,714% |
| Annual Yield % from dividends | 1.64 | 0.57 | 287% |
| Returns for 1 year | 17.25 | 19.41 | 89% |
| Returns for 3 years | 1.53 | 5.18 | 30% |
| Returns for 5 years | 40.69 | 12.97 | 314% |
| Returns for 10 years | 45.42 | 21.29 | 213% |
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