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FWGIX vs WIMVX
FWGIX vs WIMVX Comparison
Open Charts FWGIX vs WIMVX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Segall Bryant & Hamill Glb All Cp Inst
Price$11.58
Change-$0.17 (-1.45%)
VolumeN/A
Net Assets34.45M
FWGIX vs WIMVX Comparison Chart
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FWGIX vs. WIMVX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a Buy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. WIMVX (34.4M). FWGIX pays higher dividends than WIMVX: FWGIX (1.85) vs WIMVX (0.90). FWGIX was incepted earlier than WIMVX: FWGIX (8 years) vs WIMVX (18 years). WIMVX (1.44) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). WIMVX has a lower initial minimum investment than FWGIX: WIMVX (250000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 6.71 vs. WIMVX (4.86). FWGIX return over 5 years is better than : 53.53 vs. WIMVX (27.42).
| FWGIX | WIMVX | FWGIX / WIMVX | |
| Total Expense Ratio | 0.41 | 0.74 | 55% |
| Annual Report Gross Expense Ratio | 0.41 | 1.44 | 28% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 9.196 | 3.485 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 34.4M | 380,814% |
| Annual Yield % from dividends | 1.85 | 0.90 | 205% |
| Returns for 1 year | 6.71 | 4.86 | 138% |
| Returns for 3 years | 45.29 | 41.61 | 109% |
| Returns for 5 years | 53.53 | 27.42 | 195% |
| Returns for 10 years | N/A | 28.65 | - |
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