Ad is loading...
GMAEX vs WGIFX
GMAEX vs WGIFX Comparison
Open Charts GMAEX vs WGIFX
GMO Quality Cyclicals VI
Price$21.92
Change-$0.59 (-2.62%)
VolumeN/A
Net Assets80.22M
American Funds Capital World Gr&Inc F2
Price$63.59
Change-$1.79 (-2.74%)
VolumeN/A
Net Assets126.53B
GMAEX vs WGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GMAEX vs. WGIFX commentary
Mar 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 127B vs. GMAEX (80.2M). WGIFX pays higher dividends than GMAEX: WGIFX (1.81) vs GMAEX (1.31). 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 : 3.55 vs. GMAEX (-1.94).
| 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 | 3.210 | 3.042 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 750000000 | 250 | 300,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.2M | 127B | 0% |
| Annual Yield % from dividends | 1.31 | 1.81 | 73% |
| Returns for 1 year | -1.94 | 3.55 | -55% |
| Returns for 3 years | -1.98 | 24.89 | -8% |
| Returns for 5 years | N/A | 45.09 | - |
| Returns for 10 years | N/A | 49.08 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...