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FWGIX vs WTMVX
FWGIX vs WTMVX Comparison
Open Charts FWGIX vs WTMVX
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 %
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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.
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).
| 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 | 13.775 | 8.099 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 35.8M | 379,888% |
| Annual Yield % from dividends | 1.77 | 0.83 | 214% |
| Returns for 1 year | 9.74 | 7.76 | 126% |
| Returns for 3 years | 51.57 | 45.27 | 114% |
| Returns for 5 years | 54.88 | 31.40 | 175% |
| Returns for 10 years | N/A | 36.55 | - |
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