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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$70.97
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.96
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets34.84M
CWGCX vs WTMVX Comparison Chart in %
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CWGCX vs. WTMVX commentary
Dec 27, 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 CWGCX is a Hold and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. WTMVX (34.8M). WTMVX pays higher dividends than CWGCX: WTMVX (0.81) vs CWGCX (0.75). CWGCX was incepted earlier than WTMVX: CWGCX (25 years) vs WTMVX (38 years). CWGCX (1.49) and WTMVX (1.43) have similar cost to investors . CWGCX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). CWGCX has a lower initial minimum investment than WTMVX: CWGCX (250) vs WTMVX (2500). CWGCX annual gain was more profitable for investors over the last year : 11.67 vs. WTMVX (3.24). WTMVX return over 5 years is better than : 33.05 vs. CWGCX (27.43).
| CWGCX | WTMVX | CWGCX / WTMVX | |
| Total Expense Ratio | 1.49 | 0.89 | 167% |
| Annual Report Gross Expense Ratio | 1.49 | 1.43 | 104% |
| Fund Existence | 25 years | 38 years | - |
| Gain YTD | 13.737 | 5.282 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 34.8M | 408,046% |
| Annual Yield % from dividends | 0.75 | 0.81 | 92% |
| Returns for 1 year | 11.67 | 3.24 | 360% |
| Returns for 3 years | 43.06 | 38.81 | 111% |
| Returns for 5 years | 27.43 | 33.05 | 83% |
| Returns for 10 years | 68.53 | 40.03 | 171% |
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