Interact to see
Advertisement
Advertisement
CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$73.70
Change-$0.67 (-0.90%)
VolumeN/A
Net Assets139.93B
SEI Global Managed Volatility F (SIMT)
Price$11.24
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets730.38M
CWGCX vs SVTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. SVTAX commentary
Nov 20, 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 Hold and SVTAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 140B vs. SVTAX (730M). SVTAX pays higher dividends than CWGCX: SVTAX (1.56) vs CWGCX (0.75). CWGCX was incepted earlier than SVTAX: CWGCX (25 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). CWGCX annual gain was more profitable for investors over the last year : 11.28 vs. SVTAX (3.28). CWGCX return over 5 years is better than : 37.57 vs. SVTAX (18.03).
| CWGCX | SVTAX | CWGCX / SVTAX | |
| Total Expense Ratio | 1.49 | 1.11 | 134% |
| Annual Report Gross Expense Ratio | 1.49 | 1.24 | 120% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 18.112 | 11.596 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 730M | 19,178% |
| Annual Yield % from dividends | 0.75 | 1.56 | 48% |
| Returns for 1 year | 11.28 | 3.28 | 344% |
| Returns for 3 years | 47.52 | 17.11 | 278% |
| Returns for 5 years | 37.57 | 18.03 | 208% |
| Returns for 10 years | 68.97 | 23.90 | 289% |