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CWGIX vs WTMVX
CWGIX vs WTMVX Comparison
Open Charts CWGIX vs WTMVX
American Funds Capital World Gr&Inc A
Price$68.74
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.75
Change-$0.17 (-1.43%)
VolumeN/A
Net Assets34.45M
CWGIX vs WTMVX Comparison Chart
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CWGIX vs. WTMVX commentary
Jun 16, 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: 131B vs. WTMVX (34.4M). CWGIX pays higher dividends than WTMVX: CWGIX (1.55) vs WTMVX (0.86). 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 : 6.36 vs. WTMVX (4.84). CWGIX return over 5 years is better than : 51.92 vs. WTMVX (27.16).
| 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 | 9.033 | 3.433 | 263% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 34.4M | 380,814% |
| Annual Yield % from dividends | 1.55 | 0.86 | 180% |
| Returns for 1 year | 6.36 | 4.84 | 131% |
| Returns for 3 years | 44.10 | 41.30 | 107% |
| Returns for 5 years | 51.92 | 27.16 | 191% |
| Returns for 10 years | 52.21 | 27.73 | 188% |
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