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CWICX vs WTMVX
CWICX vs WTMVX Comparison
Open Charts CWICX vs WTMVX
American Funds Capital World Gr&Inc 529C
Price$64.19
Change-$1.09 (-1.67%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Glb All Cp Retail
Price$11.68
Change-$0.15 (-1.27%)
VolumeN/A
CapitalizationN/A
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CWICX vs WTMVX Comparison Chart
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CWICX vs. WTMVX commentary
Sep 07, 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 StrongBuy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 121B vs. WTMVX (35M). CWICX pays higher dividends than WTMVX: CWICX (0.97) vs WTMVX (0.57). CWICX was incepted earlier than WTMVX: CWICX (23 years) vs WTMVX (36 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 : 19.41 vs. CWICX (16.41). CWICX return over 5 years is better than : 41.27 vs. WTMVX (12.97).
| CWICX | WTMVX | CWICX / WTMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | 9.759 | 14.854 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 35M | 345,714% |
| Annual Yield % from dividends | 0.97 | 0.57 | 171% |
| Returns for 1 year | 16.41 | 19.41 | 85% |
| Returns for 3 years | 1.27 | 5.18 | 25% |
| Returns for 5 years | 41.27 | 12.97 | 318% |
| Returns for 10 years | 54.44 | 21.29 | 256% |
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