Interact to see
Advertisement
Advertisement
CWICX vs WTMVX
CWICX vs WTMVX Comparison
Open Charts CWICX vs WTMVX
American Funds Capital World Gr&Inc 529C
Price$70.03
Change+$0.79 (+1.14%)
VolumeN/A
Net Assets132.68B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.05
Change+$0.12 (+1.01%)
VolumeN/A
Net Assets34.84M
CWICX vs WTMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. WTMVX commentary
Jun 27, 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 StrongBuy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 133B vs. WTMVX (34.8M). WTMVX pays higher dividends than CWICX: WTMVX (0.86) vs CWICX (0.82). CWICX was incepted earlier than WTMVX: CWICX (23 years) vs WTMVX (37 years). CWICX (1.53) is less costly to investors than WTMVX (1.43). CWICX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). CWICX has a lower initial minimum investment than WTMVX: CWICX (250) vs WTMVX (2500). CWICX annual gain was more profitable for investors over the last year : 8.26 vs. WTMVX (6.16). CWICX return over 5 years is better than : 53.79 vs. WTMVX (30.09).
| CWICX | WTMVX | CWICX / WTMVX | |
| Total Expense Ratio | 1.53 | 0.89 | 172% |
| Annual Report Gross Expense Ratio | 1.53 | 1.43 | 107% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 11.385 | 5.018 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 34.8M | 382,184% |
| Annual Yield % from dividends | 0.82 | 0.86 | 95% |
| Returns for 1 year | 8.26 | 6.16 | 134% |
| Returns for 3 years | 42.92 | 38.08 | 113% |
| Returns for 5 years | 53.79 | 30.09 | 179% |
| Returns for 10 years | 67.19 | 31.24 | 215% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers