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CWGFX vs WTMVX
CWGFX vs WTMVX Comparison
Open Charts CWGFX vs WTMVX
American Funds Capital World Gr&Inc F1
Price$75.34
Change-$0.48 (-0.63%)
VolumeN/A
Net Assets140.91B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.58
Change+$0.16 (+1.29%)
VolumeN/A
Net Assets35.34M
CWGFX vs WTMVX Comparison Chart in %
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CWGFX vs. WTMVX commentary
Oct 24, 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 Hold and WTMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. WTMVX (35.3M). CWGFX pays higher dividends than WTMVX: CWGFX (1.35) vs WTMVX (0.81). CWGFX was incepted earlier than WTMVX: CWGFX (25 years) vs WTMVX (37 years). WTMVX (1.43) 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). CWGFX annual gain was more profitable for investors over the last year : 11.23 vs. WTMVX (4.01). CWGFX return over 5 years is better than : 50.95 vs. WTMVX (25.11).
| CWGFX | WTMVX | CWGFX / WTMVX | |
| Total Expense Ratio | 0.80 | 0.89 | 90% |
| Annual Report Gross Expense Ratio | 0.80 | 1.43 | 56% |
| Fund Existence | 25 years | 37 years | - |
| Gain YTD | 20.105 | 9.331 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 35.3M | 399,433% |
| Annual Yield % from dividends | 1.35 | 0.81 | 167% |
| Returns for 1 year | 11.23 | 4.01 | 280% |
| Returns for 3 years | 65.41 | 46.41 | 141% |
| Returns for 5 years | 50.95 | 25.11 | 203% |
| Returns for 10 years | 74.09 | 36.04 | 206% |
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