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CWICX vs WTMVX
CWICX vs WTMVX Comparison
Open Charts CWICX vs WTMVX
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.45
Change-$0.18 (-1.43%)
VolumeN/A
Net Assets35.7M
CWICX vs WTMVX Comparison Chart in %
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CWICX vs. WTMVX commentary
Nov 14, 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 CWICX is a StrongBuy and WTMVX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. WTMVX (35.7M). WTMVX pays higher dividends than CWICX: WTMVX (0.80) vs CWICX (0.70). CWICX was incepted earlier than WTMVX: CWICX (24 years) vs WTMVX (37 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 : 12.59 vs. WTMVX (3.28). CWICX return over 5 years is better than : 42.74 vs. WTMVX (21.72).
| 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 | 37 years | - |
| Gain YTD | 20.384 | 11.180 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 35.7M | 403,361% |
| Annual Yield % from dividends | 0.70 | 0.80 | 87% |
| Returns for 1 year | 12.59 | 3.28 | 384% |
| Returns for 3 years | 51.56 | 41.21 | 125% |
| Returns for 5 years | 42.74 | 21.72 | 197% |
| Returns for 10 years | 88.59 | 42.35 | 209% |
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