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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$66.36
Change-$0.70 (-1.04%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$11.05
Change-$0.08 (-0.72%)
VolumeN/A
CapitalizationN/A
CWGCX vs SVTAX Comparison Chart
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CWGCX vs. SVTAX commentary
Nov 18, 2024
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 Sell and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. SVTAX (819M). SVTAX pays higher dividends than CWGCX: SVTAX (1.58) vs CWGCX (1.04). CWGCX was incepted earlier than SVTAX: CWGCX (24 years) vs SVTAX (18 years). SVTAX is a more actively managed with annual turnover of: 84.00 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 : 18.22 vs. SVTAX (13.79). CWGCX return over 5 years is better than : 36.04 vs. SVTAX (6.72).
| CWGCX | SVTAX | CWGCX / SVTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 12.381 | 13.800 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 819M | 15,263% |
| Annual Yield % from dividends | 1.04 | 1.58 | 66% |
| Returns for 1 year | 18.22 | 13.79 | 132% |
| Returns for 3 years | 1.67 | -3.59 | -47% |
| Returns for 5 years | 36.04 | 6.72 | 537% |
| Returns for 10 years | 46.10 | 20.40 | 226% |