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CWGIX vs WIMVX
CWGIX vs WIMVX Comparison
Open Charts CWGIX vs WIMVX
American Funds Capital World Gr&Inc A
Price$73.60
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.18
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets35.5M
CWGIX vs WIMVX Comparison Chart in %
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CWGIX vs. WIMVX commentary
Sep 09, 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 CWGIX is a Buy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 138B vs. WIMVX (35.5M). CWGIX pays higher dividends than WIMVX: CWGIX (1.45) vs WIMVX (0.86). CWGIX was incepted earlier than WIMVX: CWGIX (32 years) vs WIMVX (18 years). WIMVX (1.44) is less costly to investors than CWGIX (0.74). CWGIX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). CWGIX has a lower initial minimum investment than WIMVX: CWGIX (250) vs WIMVX (250000). CWGIX annual gain was more profitable for investors over the last year : 15.66 vs. WIMVX (6.75). CWGIX return over 5 years is better than : 48.65 vs. WIMVX (27.53).
| CWGIX | WIMVX | CWGIX / WIMVX | |
| Total Expense Ratio | 0.74 | 0.74 | 100% |
| Annual Report Gross Expense Ratio | 0.74 | 1.44 | 51% |
| Fund Existence | 32 years | 18 years | - |
| Gain YTD | 16.742 | 8.847 | 189% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 35.5M | 388,732% |
| Annual Yield % from dividends | 1.45 | 0.86 | 168% |
| Returns for 1 year | 15.66 | 6.75 | 232% |
| Returns for 3 years | 49.55 | 38.66 | 128% |
| Returns for 5 years | 48.65 | 27.53 | 177% |
| Returns for 10 years | 76.59 | 44.11 | 174% |
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