Ad is loading...
CWICX vs WTMVX
CWICX vs WTMVX Comparison
Open Charts CWICX vs WTMVX
American Funds Capital World Gr&Inc 529C
Price$63.87
Change+$0.58 (+0.92%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Retail
Price$11.60
Change+$0.04 (+0.35%)
VolumeN/A
CapitalizationN/A
CWICX vs WTMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. WTMVX commentary
Dec 24, 2024
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 WTMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 125B vs. WTMVX (35.9M). CWICX pays higher dividends than WTMVX: CWICX (0.97) vs WTMVX (0.57). CWICX was incepted earlier than WTMVX: CWICX (23 years) vs WTMVX (37 years). CWICX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (24.00). CWICX has a lower initial minimum investment than WTMVX: CWICX (250) vs WTMVX (2500). WTMVX annual gain was more profitable for investors over the last year : 13.23 vs. CWICX (8.62). CWICX return over 5 years is better than : 29.26 vs. WTMVX (9.16).
| CWICX | WTMVX | CWICX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 7.833 | 12.621 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 35.9M | 348,189% |
| Annual Yield % from dividends | 0.97 | 0.57 | 171% |
| Returns for 1 year | 8.62 | 13.23 | 65% |
| Returns for 3 years | 5.27 | 7.61 | 69% |
| Returns for 5 years | 29.26 | 9.16 | 319% |
| Returns for 10 years | 53.59 | 23.15 | 232% |
View a ticker or compare two or three
VS
VS
Ad is loading...