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WGIFX vs WTMVX
WGIFX vs WTMVX Comparison
Open Charts WGIFX vs WTMVX
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
Segall Bryant & Hamill Glb All Cp Retail
Price$12.29
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets35.29M
WGIFX vs WTMVX Comparison Chart in %
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WGIFX vs. WTMVX commentary
Sep 08, 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 WTMVX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. WTMVX (35.3M). WGIFX pays higher dividends than WTMVX: WGIFX (1.64) vs WTMVX (0.82). WGIFX was incepted earlier than WTMVX: WGIFX (17 years) vs WTMVX (37 years). WTMVX (1.43) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. WTMVX (25.00). WGIFX has a lower initial minimum investment than WTMVX: WGIFX (250) vs WTMVX (2500). WGIFX annual gain was more profitable for investors over the last year : 13.44 vs. WTMVX (4.83). WGIFX return over 5 years is better than : 48.42 vs. WTMVX (27.14).
| WGIFX | WTMVX | WGIFX / WTMVX | |
| Total Expense Ratio | 0.52 | 0.89 | 58% |
| Annual Report Gross Expense Ratio | 0.52 | 1.43 | 36% |
| Fund Existence | 17 years | 37 years | - |
| Gain YTD | 16.367 | 8.187 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 35.3M | 390,935% |
| Annual Yield % from dividends | 1.64 | 0.82 | 199% |
| Returns for 1 year | 13.44 | 4.83 | 278% |
| Returns for 3 years | 55.06 | 43.39 | 127% |
| Returns for 5 years | 48.42 | 27.14 | 178% |
| Returns for 10 years | 77.16 | 41.38 | 186% |
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