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FWCGX vs WIMVX
FWCGX vs WIMVX Comparison
Open Charts FWCGX vs WIMVX
American Funds Capital World Gr&Inc529F3
Price$75.09
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.26
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets35.8M
FWCGX vs WIMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 141B vs. WIMVX (35.8M). FWCGX pays higher dividends than WIMVX: FWCGX (1.69) vs WIMVX (0.86). FWCGX was incepted earlier than WIMVX: FWCGX (5 years) vs WIMVX (18 years). WIMVX (1.44) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). FWCGX has a lower initial minimum investment than WIMVX: FWCGX (250) vs WIMVX (250000). FWCGX annual gain was more profitable for investors over the last year : 13.61 vs. WIMVX (4.18).
| FWCGX | WIMVX | FWCGX / WIMVX | |
| Total Expense Ratio | 0.47 | 0.74 | 64% |
| Annual Report Gross Expense Ratio | 0.47 | 1.44 | 33% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 18.977 | 9.830 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 35.8M | 393,855% |
| Annual Yield % from dividends | 1.69 | 0.86 | 197% |
| Returns for 1 year | 13.61 | 4.18 | 325% |
| Returns for 3 years | 60.90 | 46.95 | 130% |
| Returns for 5 years | N/A | 28.56 | - |
| Returns for 10 years | N/A | 44.52 | - |
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