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CWGFX vs WTMVX
CWGFX vs WTMVX Comparison
Open Charts CWGFX vs WTMVX
American Funds Capital World Gr&Inc F1
Price$64.10
Change+$0.60 (+0.94%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Retail
Price$11.60
Change+$0.04 (+0.35%)
VolumeN/A
CapitalizationN/A
CWGFX vs WTMVX Comparison Chart
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CWGFX vs. WTMVX commentary
Dec 24, 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 Buy and WTMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. WTMVX (35.9M). 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). WTMVX annual gain was more profitable for investors over the last year : 13.23 vs. CWGFX (9.45). CWGFX return over 5 years is better than : 29.60 vs. WTMVX (9.16).
| 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 | 8.630 | 12.621 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 35.9M | 348,189% |
| Annual Yield % from dividends | 1.64 | 0.57 | 287% |
| Returns for 1 year | 9.45 | 13.23 | 71% |
| Returns for 3 years | 5.54 | 7.61 | 73% |
| Returns for 5 years | 29.60 | 9.16 | 323% |
| Returns for 10 years | 44.64 | 23.15 | 193% |
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