Ad is loading...
CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
SEI Global Managed Volatility F (SIMT)
Price$10.56
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets799.79M
CWGCX vs SVTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. SVTAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. SVTAX (800M). SVTAX pays higher dividends than CWGCX: SVTAX (1.58) vs CWGCX (1.04). CWGCX was incepted earlier than SVTAX: CWGCX (24 years) vs SVTAX (19 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). SVTAX annual gain was more profitable for investors over the last year : 7.52 vs. CWGCX (6.26). CWGCX return over 5 years is better than : 29.73 vs. SVTAX (2.50).
| CWGCX | SVTAX | CWGCX / SVTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.224 | 4.658 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 800M | 16,000% |
| Annual Yield % from dividends | 1.04 | 1.58 | 66% |
| Returns for 1 year | 6.26 | 7.52 | 83% |
| Returns for 3 years | 14.81 | 7.17 | 206% |
| Returns for 5 years | 29.73 | 2.50 | 1,189% |
| Returns for 10 years | 41.32 | 18.79 | 220% |