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FWCGX vs WIMVX
FWCGX vs WIMVX Comparison
Open Charts FWCGX vs WIMVX
American Funds Capital World Gr&Inc529F3
Price$70.85
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets135.18B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.99
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets35.51M
FWCGX vs WIMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 135B vs. WIMVX (35.5M). FWCGX pays higher dividends than WIMVX: FWCGX (1.73) vs WIMVX (0.87). 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 : 10.28 vs. WIMVX (8.16).
| 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 | 12.985 | 7.417 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 35.5M | 380,282% |
| Annual Yield % from dividends | 1.73 | 0.87 | 199% |
| Returns for 1 year | 10.28 | 8.16 | 126% |
| Returns for 3 years | 52.08 | 44.74 | 116% |
| Returns for 5 years | N/A | 30.89 | - |
| Returns for 10 years | N/A | 35.53 | - |
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