Ad is loading...
CWICX vs WTMVX
CWICX vs WTMVX Comparison
Open Charts CWICX vs WTMVX
American Funds Capital World Gr&Inc 529C
Price$65.60
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.90
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets36.4M
CWICX vs WTMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWICX vs. WTMVX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 129B vs. WTMVX (36.4M). 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 : 14.80 vs. CWICX (10.98). CWICX return over 5 years is better than : 30.96 vs. WTMVX (13.52).
| 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 | 3.880 | 4.754 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 36.4M | 354,396% |
| Annual Yield % from dividends | 0.97 | 0.57 | 171% |
| Returns for 1 year | 10.98 | 14.80 | 74% |
| Returns for 3 years | 13.42 | 22.43 | 60% |
| Returns for 5 years | 30.96 | 13.52 | 229% |
| Returns for 10 years | 57.28 | 29.90 | 192% |
View a ticker or compare two or three
VS
VS
Ad is loading...