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CWICX vs WTMVX
CWICX vs WTMVX Comparison
Open Charts CWICX vs WTMVX
American Funds Capital World Gr&Inc 529C
Price$71.27
Change+$0.09 (+0.13%)
VolumeN/A
Net Assets135.95B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.12
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets35.06M
CWICX vs WTMVX Comparison Chart in %
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CWICX vs. WTMVX commentary
Jul 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. WTMVX (35.1M). WTMVX pays higher dividends than CWICX: WTMVX (0.83) vs CWICX (0.78). CWICX was incepted earlier than WTMVX: CWICX (23 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 : 8.09 vs. WTMVX (3.85). CWICX return over 5 years is better than : 47.27 vs. WTMVX (25.49).
| CWICX | WTMVX | CWICX / WTMVX | |
| Total Expense Ratio | 1.53 | 0.89 | 172% |
| Annual Report Gross Expense Ratio | 1.53 | 1.43 | 107% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 13.215 | 5.810 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.1M | 387,464% |
| Annual Yield % from dividends | 0.78 | 0.83 | 94% |
| Returns for 1 year | 8.09 | 3.85 | 210% |
| Returns for 3 years | 50.53 | 42.03 | 120% |
| Returns for 5 years | 47.27 | 25.49 | 185% |
| Returns for 10 years | 66.05 | 30.09 | 220% |
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