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CWGIX vs WTMVX
CWGIX vs WTMVX Comparison
Open Charts CWGIX vs WTMVX
American Funds Capital World Gr&Inc A
Price$73.27
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.29
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets35.29M
CWGIX vs WTMVX Comparison Chart in %
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CWGIX vs. WTMVX commentary
Sep 08, 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: 138B vs. WTMVX (35.3M). CWGIX pays higher dividends than WTMVX: CWGIX (1.45) vs WTMVX (0.82). 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 : 13.21 vs. WTMVX (4.83). CWGIX return over 5 years is better than : 47.31 vs. WTMVX (27.14).
| 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 | 16.219 | 8.187 | 198% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 35.3M | 390,935% |
| Annual Yield % from dividends | 1.45 | 0.82 | 176% |
| Returns for 1 year | 13.21 | 4.83 | 273% |
| Returns for 3 years | 54.19 | 43.39 | 125% |
| Returns for 5 years | 47.31 | 27.14 | 174% |
| Returns for 10 years | 75.96 | 41.38 | 184% |
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