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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$74.14
Change+$0.36 (+0.49%)
VolumeN/A
Net Assets140.42B
SEI Global Managed Volatility F (SIMT)
Price$11.29
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets767.6M
CWGCX vs SVTAX Comparison Chart in %
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CWGCX vs. SVTAX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 140B vs. SVTAX (768M). SVTAX pays higher dividends than CWGCX: SVTAX (1.55) vs CWGCX (0.82). 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 : 12.39 vs. SVTAX (3.56). CWGCX return over 5 years is better than : 46.00 vs. SVTAX (20.26).
| 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 | 18.146 | 12.091 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 768M | 18,229% |
| Annual Yield % from dividends | 0.82 | 1.55 | 53% |
| Returns for 1 year | 12.39 | 3.56 | 348% |
| Returns for 3 years | 55.21 | 22.16 | 249% |
| Returns for 5 years | 46.00 | 20.26 | 227% |
| Returns for 10 years | 75.54 | 30.38 | 249% |
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