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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
SEI Global Managed Volatility F (SIMT)
Price$11.13
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets789.88M
CWGCX vs SVTAX Comparison Chart
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CWGCX vs. SVTAX commentary
Jun 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: 131B vs. SVTAX (790M). SVTAX pays higher dividends than CWGCX: SVTAX (1.57) vs CWGCX (0.87). 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 : 8.99 vs. CWGCX (5.53). CWGCX return over 5 years is better than : 42.30 vs. SVTAX (20.21).
| 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 | 8.711 | 9.911 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 790M | 16,582% |
| Annual Yield % from dividends | 0.87 | 1.57 | 55% |
| Returns for 1 year | 5.53 | 8.99 | 62% |
| Returns for 3 years | 26.86 | 12.45 | 216% |
| Returns for 5 years | 42.30 | 20.21 | 209% |
| Returns for 10 years | 49.31 | 24.87 | 198% |
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