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CWIEX vs WIMVX
CWIEX vs WIMVX Comparison
Open Charts CWIEX vs WIMVX
American Funds Capital World Gr&Inc 529E
Price$73.11
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.18
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets35.5M
CWIEX vs WIMVX Comparison Chart in %
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CWIEX vs. WIMVX commentary
Sep 09, 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 CWIEX is a Buy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. WIMVX (35.5M). CWIEX pays higher dividends than WIMVX: CWIEX (1.22) vs WIMVX (0.86). CWIEX was incepted earlier than WIMVX: CWIEX (24 years) vs WIMVX (18 years). WIMVX (1.44) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). CWIEX has a lower initial minimum investment than WIMVX: CWIEX (250) vs WIMVX (250000). CWIEX annual gain was more profitable for investors over the last year : 15.31 vs. WIMVX (6.75). CWIEX return over 5 years is better than : 50.55 vs. WIMVX (27.53).
| CWIEX | WIMVX | CWIEX / WIMVX | |
| Total Expense Ratio | 1.00 | 0.74 | 135% |
| Annual Report Gross Expense Ratio | 1.00 | 1.44 | 69% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 16.523 | 8.847 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 35.5M | 388,732% |
| Annual Yield % from dividends | 1.22 | 0.86 | 142% |
| Returns for 1 year | 15.31 | 6.75 | 227% |
| Returns for 3 years | 49.81 | 38.66 | 129% |
| Returns for 5 years | 50.55 | 27.53 | 184% |
| Returns for 10 years | 95.02 | 44.11 | 215% |
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