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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.45
Change-$0.18 (-1.43%)
VolumeN/A
Net Assets35.7M
CWGCX vs WTMVX Comparison Chart in %
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CWGCX vs. WTMVX commentary
Nov 14, 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 StrongBuy and WTMVX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. WTMVX (35.7M). WTMVX pays higher dividends than CWGCX: WTMVX (0.80) vs CWGCX (0.75). CWGCX was incepted earlier than WTMVX: CWGCX (25 years) vs WTMVX (37 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 : 12.61 vs. WTMVX (3.28). CWGCX return over 5 years is better than : 41.08 vs. WTMVX (21.72).
| 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 | 37 years | - |
| Gain YTD | 20.452 | 11.180 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 35.7M | 403,361% |
| Annual Yield % from dividends | 0.75 | 0.80 | 93% |
| Returns for 1 year | 12.61 | 3.28 | 384% |
| Returns for 3 years | 51.03 | 41.21 | 124% |
| Returns for 5 years | 41.08 | 21.72 | 189% |
| Returns for 10 years | 75.46 | 42.35 | 178% |
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