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CWGFX vs WTMVX
CWGFX vs WTMVX Comparison
Open Charts CWGFX vs WTMVX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.51
Change-$0.20 (-1.71%)
VolumeN/A
Net Assets35.01M
CWGFX vs WTMVX Comparison Chart
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CWGFX vs. WTMVX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B 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 (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). CWGFX annual gain was more profitable for investors over the last year : 7.04 vs. WTMVX (5.69). CWGFX return over 5 years is better than : 32.49 vs. WTMVX (9.50).
| 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 | 4.307 | 1.320 | 326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 35M | 365,714% |
| Annual Yield % from dividends | 1.64 | 0.57 | 287% |
| Returns for 1 year | 7.04 | 5.69 | 124% |
| Returns for 3 years | 16.46 | 20.73 | 79% |
| Returns for 5 years | 32.49 | 9.50 | 342% |
| Returns for 10 years | 44.44 | 23.19 | 192% |
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