Interact to see
Advertisement
Advertisement
CWGIX vs WTMVX
CWGIX vs WTMVX Comparison
Open Charts CWGIX vs WTMVX
American Funds Capital World Gr&Inc A
Price$72.05
Change-$0.47 (-0.65%)
VolumeN/A
Net Assets137.34B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.28
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets35.89M
CWGIX vs WTMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGIX vs. WTMVX commentary
Jul 29, 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 WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWGIX has more cash in the bank: 137B vs. WTMVX (35.9M). CWGIX pays higher dividends than WTMVX: CWGIX (1.48) vs WTMVX (0.83). CWGIX was incepted earlier than WTMVX: CWGIX (32 years) vs WTMVX (37 years). WTMVX (1.43) is less costly to investors than CWGIX (0.74). CWGIX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). CWGIX has a lower initial minimum investment than WTMVX: CWGIX (250) vs WTMVX (2500). CWGIX annual gain was more profitable for investors over the last year : 12.13 vs. WTMVX (6.73). CWGIX return over 5 years is better than : 48.00 vs. WTMVX (27.42).
| CWGIX | WTMVX | CWGIX / WTMVX | |
| Total Expense Ratio | 0.74 | 0.89 | 83% |
| Annual Report Gross Expense Ratio | 0.74 | 1.43 | 52% |
| Fund Existence | 32 years | 37 years | - |
| Gain YTD | 14.284 | 8.099 | 176% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 35.9M | 381,616% |
| Annual Yield % from dividends | 1.48 | 0.83 | 179% |
| Returns for 1 year | 12.13 | 6.73 | 180% |
| Returns for 3 years | 44.47 | 33.48 | 133% |
| Returns for 5 years | 48.00 | 27.42 | 175% |
| Returns for 10 years | 60.68 | 33.03 | 184% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement