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CWIEX vs WTMVX
CWIEX vs WTMVX Comparison
Open Charts CWIEX vs WTMVX
American Funds Capital World Gr&Inc 529E
Price$72.78
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
CWIEX vs WTMVX Comparison Chart in %
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CWIEX 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 CWIEX is a Buy and WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. WTMVX (35.3M). CWIEX pays higher dividends than WTMVX: CWIEX (1.22) vs WTMVX (0.82). CWIEX was incepted earlier than WTMVX: CWIEX (24 years) vs WTMVX (37 years). WTMVX (1.43) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). CWIEX has a lower initial minimum investment than WTMVX: CWIEX (250) vs WTMVX (2500). CWIEX annual gain was more profitable for investors over the last year : 12.87 vs. WTMVX (4.83). CWIEX return over 5 years is better than : 49.15 vs. WTMVX (27.14).
| CWIEX | WTMVX | CWIEX / WTMVX | |
| Total Expense Ratio | 1.00 | 0.89 | 112% |
| Annual Report Gross Expense Ratio | 1.00 | 1.43 | 70% |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 15.997 | 8.187 | 195% |
| Front Load | N/A | 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 | 1.22 | 0.82 | 149% |
| Returns for 1 year | 12.87 | 4.83 | 266% |
| Returns for 3 years | 54.44 | 43.39 | 125% |
| Returns for 5 years | 49.15 | 27.14 | 181% |
| Returns for 10 years | 94.28 | 41.38 | 228% |
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