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CWICX vs WTMVX
CWICX vs WTMVX Comparison
Open Charts CWICX vs WTMVX
American Funds Capital World Gr&Inc 529C
Price$74.03
Change-$0.42 (-0.56%)
VolumeN/A
Net Assets142.37B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.00
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets34.65M
CWICX vs WTMVX Comparison Chart in %
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CWICX vs. WTMVX commentary
Feb 05, 2026
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 CWICX is a Buy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. WTMVX (34.6M). CWICX pays higher dividends than WTMVX: CWICX (0.78) vs WTMVX (0.27). CWICX was incepted earlier than WTMVX: CWICX (24 years) vs WTMVX (38 years). CWICX (1.53) is less costly to investors than WTMVX (1.43). CWICX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). CWICX has a lower initial minimum investment than WTMVX: CWICX (250) vs WTMVX (2500). CWICX annual gain was more profitable for investors over the last year : 13.66 vs. WTMVX (1.81). WTMVX return over 5 years is better than : 28.70 vs. CWICX (26.73).
| CWICX | WTMVX | CWICX / WTMVX | |
| Total Expense Ratio | 1.53 | 0.89 | 172% |
| Annual Report Gross Expense Ratio | 1.53 | 1.43 | 107% |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 4.268 | 1.695 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 34.6M | 410,405% |
| Annual Yield % from dividends | 0.78 | 0.27 | 291% |
| Returns for 1 year | 13.66 | 1.81 | 753% |
| Returns for 3 years | 39.06 | 29.88 | 131% |
| Returns for 5 years | 26.73 | 28.70 | 93% |
| Returns for 10 years | 106.53 | 47.66 | 224% |
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