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FWCGX vs WTMVX
FWCGX vs WTMVX Comparison
Open Charts FWCGX vs WTMVX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Segall Bryant & Hamill Glb All Cp Retail
Price$11.75
Change-$0.17 (-1.43%)
VolumeN/A
Net Assets34.45M
FWCGX vs WTMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. WTMVX (34.4M). FWCGX pays higher dividends than WTMVX: FWCGX (1.81) vs WTMVX (0.86). FWCGX was incepted earlier than WTMVX: FWCGX (5 years) vs WTMVX (37 years). WTMVX (1.43) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). FWCGX has a lower initial minimum investment than WTMVX: FWCGX (250) vs WTMVX (2500). FWCGX annual gain was more profitable for investors over the last year : 6.64 vs. WTMVX (4.84).
| FWCGX | WTMVX | FWCGX / WTMVX | |
| Total Expense Ratio | 0.47 | 0.89 | 53% |
| Annual Report Gross Expense Ratio | 0.47 | 1.43 | 33% |
| Fund Existence | 5 years | 37 years | - |
| Gain YTD | 9.155 | 3.433 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 34.4M | 380,814% |
| Annual Yield % from dividends | 1.81 | 0.86 | 210% |
| Returns for 1 year | 6.64 | 4.84 | 137% |
| Returns for 3 years | 46.75 | 41.30 | 113% |
| Returns for 5 years | N/A | 27.16 | - |
| Returns for 10 years | N/A | 27.73 | - |
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