FWGIX
Price
$71.56
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
WTMVX
Price
$12.28
Change
+$0.11 (+0.90%)
Updated
Jul 3 closing price
Net Assets
35.8M
Interact to see
Advertisement

FWGIX vs WTMVX

Header iconFWGIX vs WTMVX Comparison
Open Charts FWGIX vs WTMVXBanner chart's image
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 Retail
Price$12.28
Change+$0.11 (+0.90%)
VolumeN/A
Net Assets35.8M
FWGIX vs WTMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FWGIX vs. WTMVX 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 WTMVX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. WTMVX (35.8M). FWGIX pays higher dividends than WTMVX: FWGIX (1.77) vs WTMVX (0.83). FWGIX was incepted earlier than WTMVX: FWGIX (8 years) vs WTMVX (37 years). WTMVX (1.43) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). WTMVX has a lower initial minimum investment than FWGIX: WTMVX (2500) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. WTMVX (7.76). FWGIX return over 5 years is better than : 54.88 vs. WTMVX (31.40).
FWGIXWTMVXFWGIX / WTMVX
Total Expense Ratio0.410.8946%
Annual Report Gross Expense Ratio0.411.4329%
Fund Existence8 years37 years-
Gain YTD13.7758.099170%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets136B35.8M379,888%
Annual Yield % from dividends1.770.83214%
Returns for 1 year9.747.76126%
Returns for 3 years51.5745.27114%
Returns for 5 years54.8831.40175%
Returns for 10 yearsN/A36.55-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BBIO43.991.16
+2.71%
BridgeBio Pharma
FURY0.510.01
+1.78%
Fury Gold Mines Limited
ZEUS34.810.42
+1.22%
Olympic Steel
PAYO6.980.05
+0.72%
Payoneer Global
BPOPM25.05-0.05
-0.18%
Popular