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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$73.51
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.00
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets34.65M
CWGCX vs WTMVX Comparison Chart in %
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CWGCX vs. WTMVX commentary
Feb 05, 2026
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 Buy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. WTMVX (34.6M). CWGCX pays higher dividends than WTMVX: CWGCX (0.84) vs WTMVX (0.27). 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 : 13.64 vs. WTMVX (1.81). WTMVX return over 5 years is better than : 28.70 vs. CWGCX (25.24).
| 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 | 4.284 | 1.695 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 34.6M | 410,405% |
| Annual Yield % from dividends | 0.84 | 0.27 | 312% |
| Returns for 1 year | 13.64 | 1.81 | 752% |
| Returns for 3 years | 39.13 | 29.88 | 131% |
| Returns for 5 years | 25.24 | 28.70 | 88% |
| Returns for 10 years | 92.88 | 47.66 | 195% |
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