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FWCGX vs WTMVX
FWCGX vs WTMVX Comparison
Open Charts FWCGX vs WTMVX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.28
Change+$0.11 (+0.90%)
VolumeN/A
Net Assets35.8M
FWCGX vs WTMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. WTMVX (35.8M). FWCGX pays higher dividends than WTMVX: FWCGX (1.73) vs WTMVX (0.83). 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 : 9.68 vs. WTMVX (7.76).
| 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 | 13.732 | 8.099 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.8M | 379,888% |
| Annual Yield % from dividends | 1.73 | 0.83 | 209% |
| Returns for 1 year | 9.68 | 7.76 | 125% |
| Returns for 3 years | 53.08 | 45.27 | 117% |
| Returns for 5 years | N/A | 31.40 | - |
| Returns for 10 years | N/A | 36.55 | - |
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