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CWICX vs WTMVX
CWICX vs WTMVX Comparison
Open Charts CWICX vs WTMVX
American Funds Capital World Gr&Inc 529C
Price$76.29
Change+$0.73 (+0.97%)
VolumeN/A
Net Assets141.14B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.44
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets34.67M
CWICX vs WTMVX Comparison Chart in %
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CWICX vs. WTMVX commentary
Nov 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 141B vs. WTMVX (34.7M). WTMVX pays higher dividends than CWICX: WTMVX (0.80) vs CWICX (0.70). CWICX was incepted earlier than WTMVX: CWICX (24 years) vs WTMVX (38 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 : 12.96 vs. WTMVX (0.83). CWICX return over 5 years is better than : 40.28 vs. WTMVX (16.91).
| CWICX | WTMVX | CWICX / WTMVX | |
| Total Expense Ratio | 1.53 | 0.89 | 172% |
| Annual Report Gross Expense Ratio | 1.53 | 1.43 | 107% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 21.418 | 8.803 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 34.7M | 406,340% |
| Annual Yield % from dividends | 0.70 | 0.80 | 87% |
| Returns for 1 year | 12.96 | 0.83 | 1,563% |
| Returns for 3 years | 50.03 | 35.95 | 139% |
| Returns for 5 years | 40.28 | 16.91 | 238% |
| Returns for 10 years | 87.52 | 34.47 | 254% |
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