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CWICX vs WTMVX
CWICX vs WTMVX Comparison
Open Charts CWICX vs WTMVX
American Funds Capital World Gr&Inc 529C
Price$71.48
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.96
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets34.84M
CWICX vs WTMVX Comparison Chart in %
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CWICX vs. WTMVX commentary
Dec 27, 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 Hold and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. WTMVX (34.8M). WTMVX pays higher dividends than CWICX: WTMVX (0.81) vs CWICX (0.69). 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 : 11.71 vs. WTMVX (3.24). WTMVX return over 5 years is better than : 33.05 vs. CWICX (28.96).
| 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 | 13.763 | 5.282 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 34.8M | 408,046% |
| Annual Yield % from dividends | 0.69 | 0.81 | 86% |
| Returns for 1 year | 11.71 | 3.24 | 361% |
| Returns for 3 years | 43.00 | 38.81 | 111% |
| Returns for 5 years | 28.96 | 33.05 | 88% |
| Returns for 10 years | 80.48 | 40.03 | 201% |
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