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CWGCX vs WTMVX
CWGCX vs WTMVX Comparison
Open Charts CWGCX vs WTMVX
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.34
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets35.16M
CWGCX vs WTMVX Comparison Chart in %
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CWGCX vs. WTMVX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. WTMVX (35.2M). WTMVX pays higher dividends than CWGCX: WTMVX (0.81) vs CWGCX (0.77). 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 : 9.93 vs. WTMVX (1.82). CWGCX return over 5 years is better than : 46.50 vs. WTMVX (23.94).
| 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 | 19.298 | 8.627 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 35.2M | 400,568% |
| Annual Yield % from dividends | 0.77 | 0.81 | 95% |
| Returns for 1 year | 9.93 | 1.82 | 546% |
| Returns for 3 years | 63.56 | 48.04 | 132% |
| Returns for 5 years | 46.50 | 23.94 | 194% |
| Returns for 10 years | 72.19 | 37.43 | 193% |
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