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CWICX vs WTMVX
CWICX vs WTMVX Comparison
Open Charts CWICX vs WTMVX
American Funds Capital World Gr&Inc 529C
Price$64.57
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.40
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets33.75M
CWICX vs WTMVX Comparison Chart
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CWICX vs. WTMVX commentary
May 09, 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 WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 124B vs. WTMVX (33.8M). WTMVX (0.90) and CWICX (0.86) have matching dividends . CWICX was incepted earlier than WTMVX: CWICX (23 years) vs WTMVX (37 years). CWICX (1.53) and WTMVX (1.49) have similar cost to investors . 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). WTMVX annual gain was more profitable for investors over the last year : 3.00 vs. CWICX (1.47). CWICX return over 5 years is better than : 49.42 vs. WTMVX (26.26).
| CWICX | WTMVX | CWICX / WTMVX | |
| Total Expense Ratio | 1.53 | 0.89 | 172% |
| Annual Report Gross Expense Ratio | 1.53 | 1.49 | 103% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 2.370 | -0.088 | -2,693% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 33.8M | 366,864% |
| Annual Yield % from dividends | 0.86 | 0.90 | 96% |
| Returns for 1 year | 1.47 | 3.00 | 49% |
| Returns for 3 years | 29.89 | 33.03 | 91% |
| Returns for 5 years | 49.42 | 26.26 | 188% |
| Returns for 10 years | 49.03 | 20.84 | 235% |
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