Ad is loading...
CWICX vs WIMVX
CWICX vs WIMVX Comparison
Open Charts CWICX vs WIMVX
American Funds Capital World Gr&Inc 529C
Price$60.34
Change+$3.88 (+6.87%)
VolumeN/A
Net Assets109.46B
Segall Bryant & Hamill Glb All Cp Inst
Price$10.54
Change+$0.83 (+8.55%)
VolumeN/A
Net Assets29.72M
CWICX vs WIMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. WIMVX commentary
Apr 11, 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 CWICX is a Buy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 109B vs. WIMVX (29.7M). WIMVX pays higher dividends than CWICX: WIMVX (0.96) vs CWICX (0.87). CWICX was incepted earlier than WIMVX: CWICX (23 years) vs WIMVX (18 years). CWICX (1.53) is less costly to investors than WIMVX (1.35). CWICX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (24.00). CWICX has a lower initial minimum investment than WIMVX: CWICX (250) vs WIMVX (250000). WIMVX annual gain was more profitable for investors over the last year : -10.47 vs. CWICX (-11.55). CWICX return over 5 years is better than : 36.19 vs. WIMVX (14.97).
| CWICX | WIMVX | CWICX / WIMVX | |
| Total Expense Ratio | 1.53 | 0.74 | 207% |
| Annual Report Gross Expense Ratio | 1.53 | 1.35 | 113% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -10.487 | -13.226 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 29.7M | 367,003% |
| Annual Yield % from dividends | 0.87 | 0.96 | 91% |
| Returns for 1 year | -11.55 | -10.47 | 110% |
| Returns for 3 years | 0.73 | 2.12 | 34% |
| Returns for 5 years | 36.19 | 14.97 | 242% |
| Returns for 10 years | 30.69 | 7.67 | 400% |
View a ticker or compare two or three
VS
VS
Ad is loading...