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FWCGX vs WTMVX
FWCGX vs WTMVX Comparison
Open Charts FWCGX vs WTMVX
American Funds Capital World Gr&Inc529F3
Price$72.02
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
FWCGX vs WTMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. WTMVX (35.9M). 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 : 12.43 vs. WTMVX (6.73).
| 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 | 14.463 | 8.099 | 179% |
| 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 | 1.73 | 0.83 | 209% |
| Returns for 1 year | 12.43 | 6.73 | 185% |
| Returns for 3 years | 47.15 | 33.48 | 141% |
| Returns for 5 years | N/A | 27.42 | - |
| Returns for 10 years | N/A | 33.03 | - |