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GMAEX vs WGIFX
GMAEX vs WGIFX Comparison
Open Charts GMAEX vs WGIFX
GMO Quality Cyclicals VI
Price$11.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.61M
American Funds Capital World Gr&Inc F2
Price$64.94
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.56B
GMAEX vs WGIFX Comparison Chart
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GMAEX vs. WGIFX commentary
May 09, 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 GMAEX is a Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 125B vs. GMAEX (1.62M). WGIFX pays higher dividends than GMAEX: WGIFX (1.86) vs GMAEX (1.60). GMAEX was incepted earlier than WGIFX: GMAEX (5 years) vs WGIFX (17 years). GMAEX (0.58) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. GMAEX (19.00). WGIFX has a lower initial minimum investment than GMAEX: WGIFX (250) vs GMAEX (750000000). WGIFX annual gain was more profitable for investors over the last year : 2.22 vs. GMAEX (-50.47).
| GMAEX | WGIFX | GMAEX / WGIFX | |
| Total Expense Ratio | 0.41 | 0.52 | 79% |
| Annual Report Gross Expense Ratio | 0.58 | 0.52 | 112% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | -46.457 | 2.434 | -1,909% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 750000000 | 250 | 300,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62M | 125B | 0% |
| Annual Yield % from dividends | 1.60 | 1.86 | 86% |
| Returns for 1 year | -50.47 | 2.22 | -2,269% |
| Returns for 3 years | -47.99 | 26.90 | -178% |
| Returns for 5 years | N/A | 51.52 | - |
| Returns for 10 years | N/A | 41.19 | - |