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FWGIX vs WTMVX
FWGIX vs WTMVX Comparison
Open Charts FWGIX vs WTMVX
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 Retail
Price$11.75
Change-$0.17 (-1.43%)
VolumeN/A
Net Assets34.45M
FWGIX vs WTMVX Comparison Chart
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FWGIX vs. WTMVX 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 WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. WTMVX (34.4M). FWGIX pays higher dividends than WTMVX: FWGIX (1.85) vs WTMVX (0.86). 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 : 6.71 vs. WTMVX (4.84). FWGIX return over 5 years is better than : 53.53 vs. WTMVX (27.16).
| FWGIX | WTMVX | FWGIX / WTMVX | |
| Total Expense Ratio | 0.41 | 0.89 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 1.43 | 29% |
| Fund Existence | 8 years | 37 years | - |
| Gain YTD | 9.196 | 3.433 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 34.4M | 380,814% |
| Annual Yield % from dividends | 1.85 | 0.86 | 215% |
| Returns for 1 year | 6.71 | 4.84 | 139% |
| Returns for 3 years | 45.29 | 41.30 | 110% |
| Returns for 5 years | 53.53 | 27.16 | 197% |
| Returns for 10 years | N/A | 27.73 | - |
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