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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
SEI Global Managed Volatility F (SIMT)
Price$11.20
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets785.23M
CWGCX vs SVTAX Comparison Chart in %
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CWGCX vs. SVTAX 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 CWGCX is a Buy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. SVTAX (785M). SVTAX pays higher dividends than CWGCX: SVTAX (1.56) vs CWGCX (0.83). CWGCX was incepted earlier than SVTAX: CWGCX (24 years) vs SVTAX (19 years). CWGCX (1.49) is less costly to investors than SVTAX (1.24). SVTAX is a more actively managed with annual turnover of: 85.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than SVTAX: CWGCX (250) vs SVTAX (100000). SVTAX annual gain was more profitable for investors over the last year : 9.75 vs. CWGCX (8.49). CWGCX return over 5 years is better than : 48.95 vs. SVTAX (23.81).
| CWGCX | SVTAX | CWGCX / SVTAX | |
| Total Expense Ratio | 1.49 | 1.11 | 134% |
| Annual Report Gross Expense Ratio | 1.49 | 1.24 | 120% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 13.166 | 11.001 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 785M | 17,325% |
| Annual Yield % from dividends | 0.83 | 1.56 | 53% |
| Returns for 1 year | 8.49 | 9.75 | 87% |
| Returns for 3 years | 47.34 | 18.17 | 261% |
| Returns for 5 years | 48.95 | 23.81 | 206% |
| Returns for 10 years | 58.53 | 25.88 | 226% |
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