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FWCGX vs WIMVX
FWCGX vs WIMVX Comparison
Open Charts FWCGX vs WIMVX
American Funds Capital World Gr&Inc529F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.15
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets35.89M
FWCGX vs WIMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. WIMVX (35.9M). FWCGX pays higher dividends than WIMVX: FWCGX (1.73) vs WIMVX (0.87). FWCGX was incepted earlier than WIMVX: FWCGX (5 years) vs WIMVX (18 years). WIMVX (1.44) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). FWCGX has a lower initial minimum investment than WIMVX: FWCGX (250) vs WIMVX (250000). FWCGX annual gain was more profitable for investors over the last year : 14.12 vs. WIMVX (8.65).
| FWCGX | WIMVX | FWCGX / WIMVX | |
| Total Expense Ratio | 0.47 | 0.74 | 64% |
| Annual Report Gross Expense Ratio | 0.47 | 1.44 | 33% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 15.194 | 8.579 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 35.9M | 381,616% |
| Annual Yield % from dividends | 1.73 | 0.87 | 199% |
| Returns for 1 year | 14.12 | 8.65 | 163% |
| Returns for 3 years | 53.88 | 41.79 | 129% |
| Returns for 5 years | N/A | 29.18 | - |
| Returns for 10 years | N/A | 36.73 | - |
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