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FWGIX vs WTMVX
FWGIX vs WTMVX Comparison
Open Charts FWGIX vs WTMVX
American Funds Capital World Gr&Inc F3
Price$72.01
Change-$0.47 (-0.65%)
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
FWGIX vs WTMVX Comparison Chart in %
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FWGIX vs. WTMVX commentary
Jul 29, 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.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. WTMVX (35.9M). FWGIX pays higher dividends than WTMVX: FWGIX (1.77) vs WTMVX (0.83). FWGIX was incepted earlier than WTMVX: FWGIX (9 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 : 12.48 vs. WTMVX (6.73). FWGIX return over 5 years is better than : 49.70 vs. WTMVX (27.42).
| FWGIX | WTMVX | FWGIX / WTMVX | |
| Total Expense Ratio | 0.41 | 0.89 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 1.43 | 29% |
| Fund Existence | 9 years | 37 years | - |
| Gain YTD | 14.490 | 8.099 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 35.9M | 381,616% |
| Annual Yield % from dividends | 1.77 | 0.83 | 214% |
| Returns for 1 year | 12.48 | 6.73 | 185% |
| Returns for 3 years | 45.67 | 33.48 | 136% |
| Returns for 5 years | 49.70 | 27.42 | 181% |
| Returns for 10 years | N/A | 33.03 | - |