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FCWGX vs WTMVX
FCWGX vs WTMVX Comparison
Open Charts FCWGX vs WTMVX
American Funds Capital World Gr&Inc529F2
Price$72.04
Change-$0.46 (-0.63%)
VolumeN/A
Net Assets137.34B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.28
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets35.89M
FCWGX vs WTMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. WTMVX (35.9M). FCWGX pays higher dividends than WTMVX: FCWGX (1.68) vs WTMVX (0.83). FCWGX was incepted earlier than WTMVX: FCWGX (5 years) vs WTMVX (37 years). WTMVX (1.43) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). FCWGX has a lower initial minimum investment than WTMVX: FCWGX (250) vs WTMVX (2500). FCWGX annual gain was more profitable for investors over the last year : 12.38 vs. WTMVX (6.73).
| FCWGX | WTMVX | FCWGX / WTMVX | |
| Total Expense Ratio | 0.52 | 0.89 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 1.43 | 36% |
| Fund Existence | 5 years | 37 years | - |
| Gain YTD | 14.427 | 8.099 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 35.9M | 381,616% |
| Annual Yield % from dividends | 1.68 | 0.83 | 203% |
| Returns for 1 year | 12.38 | 6.73 | 184% |
| Returns for 3 years | 46.98 | 33.48 | 140% |
| Returns for 5 years | N/A | 27.42 | - |
| Returns for 10 years | N/A | 33.03 | - |