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FWGIX vs WIMVX
FWGIX vs WIMVX Comparison
Open Charts FWGIX vs WIMVX
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.09
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets35.8M
FWGIX vs WIMVX Comparison Chart in %
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FWGIX vs. WIMVX commentary
Jul 07, 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: 136B vs. WIMVX (35.8M). FWGIX pays higher dividends than WIMVX: FWGIX (1.77) vs WIMVX (0.87). 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 : 9.74 vs. WIMVX (7.64). FWGIX return over 5 years is better than : 54.88 vs. WIMVX (31.65).
| 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 | 13.775 | 8.043 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250000 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.8M | 379,888% |
| Annual Yield % from dividends | 1.77 | 0.87 | 204% |
| Returns for 1 year | 9.74 | 7.64 | 128% |
| Returns for 3 years | 51.57 | 45.58 | 113% |
| Returns for 5 years | 54.88 | 31.65 | 173% |
| Returns for 10 years | N/A | 37.40 | - |
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