Interact to see
Advertisement
Advertisement
CWGFX vs WTMVX
CWGFX vs WTMVX Comparison
Open Charts CWGFX vs WTMVX
American Funds Capital World Gr&Inc F1
Price$70.93
Change+$0.26 (+0.37%)
VolumeN/A
Net Assets134.85B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.20
Change+$0.07 (+0.58%)
VolumeN/A
Net Assets35.4M
CWGFX vs WTMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. WTMVX commentary
Jul 01, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. WTMVX (35.4M). CWGFX pays higher dividends than WTMVX: CWGFX (1.49) vs WTMVX (0.86). CWGFX was incepted earlier than WTMVX: CWGFX (24 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 : 9.91 vs. WTMVX (7.75). CWGFX return over 5 years is better than : 52.51 vs. WTMVX (30.34).
| CWGFX | WTMVX | CWGFX / WTMVX | |
| Total Expense Ratio | 0.80 | 0.89 | 90% |
| Annual Report Gross Expense Ratio | 0.80 | 1.43 | 56% |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 12.377 | 6.778 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 35.4M | 381,356% |
| Annual Yield % from dividends | 1.49 | 0.86 | 173% |
| Returns for 1 year | 9.91 | 7.75 | 128% |
| Returns for 3 years | 48.50 | 43.49 | 112% |
| Returns for 5 years | 52.51 | 30.34 | 173% |
| Returns for 10 years | 59.32 | 33.83 | 175% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement