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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$75.03
Change-$0.19 (-0.25%)
VolumeN/A
Net Assets142.23B
SEI Global Managed Volatility F (SIMT)
Price$11.34
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets747.75M
CWGCX vs SVTAX Comparison Chart in %
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CWGCX vs. SVTAX commentary
Oct 22, 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 StrongBuy and SVTAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. SVTAX (748M). SVTAX pays higher dividends than CWGCX: SVTAX (1.54) vs CWGCX (0.77). 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 : 11.21 vs. SVTAX (2.00). CWGCX return over 5 years is better than : 48.74 vs. SVTAX (19.70).
| 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 | 20.548 | 11.893 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 748M | 18,984% |
| Annual Yield % from dividends | 0.77 | 1.54 | 50% |
| Returns for 1 year | 11.21 | 2.00 | 561% |
| Returns for 3 years | 63.66 | 25.67 | 248% |
| Returns for 5 years | 48.74 | 19.70 | 247% |
| Returns for 10 years | 70.94 | 24.12 | 294% |
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