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WGIFX vs WIMVX
WGIFX vs WIMVX Comparison
Open Charts WGIFX vs WIMVX
American Funds Capital World Gr&Inc F2
Price$73.49
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
Segall Bryant & Hamill Glb All Cp Inst
Price$12.18
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets35.5M
WGIFX vs WIMVX Comparison Chart in %
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WGIFX vs. WIMVX commentary
Sep 09, 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 WGIFX is a Buy and WIMVX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. WIMVX (35.5M). WGIFX pays higher dividends than WIMVX: WGIFX (1.64) vs WIMVX (0.86). WGIFX was incepted earlier than WIMVX: WGIFX (17 years) vs WIMVX (18 years). WIMVX (1.44) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. WIMVX (25.00). WGIFX has a lower initial minimum investment than WIMVX: WGIFX (250) vs WIMVX (250000). WGIFX annual gain was more profitable for investors over the last year : 15.88 vs. WIMVX (6.75). WGIFX return over 5 years is better than : 49.77 vs. WIMVX (27.53).
| WGIFX | WIMVX | WGIFX / WIMVX | |
| Total Expense Ratio | 0.52 | 0.74 | 70% |
| Annual Report Gross Expense Ratio | 0.52 | 1.44 | 36% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 16.891 | 8.847 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 35.5M | 388,732% |
| Annual Yield % from dividends | 1.64 | 0.86 | 190% |
| Returns for 1 year | 15.88 | 6.75 | 235% |
| Returns for 3 years | 50.36 | 38.66 | 130% |
| Returns for 5 years | 49.77 | 27.53 | 181% |
| Returns for 10 years | 77.83 | 44.11 | 176% |
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