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CWICX vs WTMVX
CWICX vs WTMVX Comparison
Open Charts CWICX vs WTMVX
American Funds Capital World Gr&Inc 529C
Price$68.55
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.91
Change+$0.10 (+0.85%)
VolumeN/A
Net Assets34.64M
CWICX vs WTMVX Comparison Chart
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CWICX vs. WTMVX commentary
Jun 07, 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: 131B vs. WTMVX (34.6M). WTMVX pays higher dividends than CWICX: WTMVX (0.86) vs CWICX (0.82). 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 (5.54) and WTMVX (5.28) have marching annual gain over last year. CWICX return over 5 years is better than : 44.63 vs. WTMVX (21.59).
| 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 | 8.680 | 3.961 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 34.6M | 378,613% |
| Annual Yield % from dividends | 0.82 | 0.86 | 95% |
| Returns for 1 year | 5.54 | 5.28 | 105% |
| Returns for 3 years | 28.16 | 27.83 | 101% |
| Returns for 5 years | 44.63 | 21.59 | 207% |
| Returns for 10 years | 61.86 | 29.12 | 212% |
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