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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$65.90
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets128.02B
SEI Global Managed Volatility F (SIMT)
Price$10.74
Change-$0.04 (-0.37%)
VolumeN/A
Net Assets776.01M
CWGCX vs SVTAX Comparison Chart
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CWGCX vs. SVTAX commentary
May 15, 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: 128B vs. SVTAX (776M). SVTAX pays higher dividends than CWGCX: SVTAX (1.61) vs CWGCX (0.92). 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 : 7.36 vs. CWGCX (3.03). CWGCX return over 5 years is better than : 54.10 vs. SVTAX (26.35).
| 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 | 5.168 | 7.433 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 776M | 16,495% |
| Annual Yield % from dividends | 0.92 | 1.61 | 57% |
| Returns for 1 year | 3.03 | 7.36 | 41% |
| Returns for 3 years | 28.91 | 11.15 | 259% |
| Returns for 5 years | 54.10 | 26.35 | 205% |
| Returns for 10 years | 39.79 | 19.07 | 209% |