CWICX
Price
$72.64
Change
+$0.35 (+0.48%)
Updated
Aug 28 closing price
Net Assets
136.73B
WTMVX
Price
$12.41
Change
+$0.09 (+0.73%)
Updated
Aug 28 closing price
Net Assets
35.33M
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CWICX vs WTMVX

Header iconCWICX vs WTMVX Comparison
Open Charts CWICX vs WTMVXBanner chart's image
American Funds Capital World Gr&Inc 529C
Price$72.64
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.41
Change+$0.09 (+0.73%)
VolumeN/A
Net Assets35.33M
CWICX vs WTMVX Comparison Chart in %
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CWICX vs. WTMVX commentary
Aug 30, 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.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 137B vs. WTMVX (35.3M). WTMVX pays higher dividends than CWICX: WTMVX (0.83) vs CWICX (0.78). CWICX was incepted earlier than WTMVX: CWICX (24 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 : 9.78 vs. WTMVX (3.77). CWICX return over 5 years is better than : 42.45 vs. WTMVX (24.94).
CWICXWTMVXCWICX / WTMVX
Total Expense Ratio1.530.89172%
Annual Report Gross Expense Ratio1.531.43107%
Fund Existence24 years37 years-
Gain YTD15.5378.451184%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets137B35.3M388,102%
Annual Yield % from dividends0.780.8394%
Returns for 1 year9.783.77259%
Returns for 3 years47.5439.43121%
Returns for 5 years42.4524.94170%
Returns for 10 years83.1040.73204%
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