FWGIX
Price
$72.01
Change
-$0.47 (-0.65%)
Updated
Jul 28 closing price
Net Assets
137.34B
WTMVX
Price
$12.28
Change
-$0.05 (-0.41%)
Updated
Jul 28 closing price
Net Assets
35.89M
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FWGIX vs WTMVX

Header iconFWGIX vs WTMVX Comparison
Open Charts FWGIX vs WTMVXBanner chart's image
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.

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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).
FWGIXWTMVXFWGIX / WTMVX
Total Expense Ratio0.410.8946%
Annual Report Gross Expense Ratio0.411.4329%
Fund Existence9 years37 years-
Gain YTD14.4908.099179%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B35.9M381,616%
Annual Yield % from dividends1.770.83214%
Returns for 1 year12.486.73185%
Returns for 3 years45.6733.48136%
Returns for 5 years49.7027.42181%
Returns for 10 yearsN/A33.03-
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