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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$64.01
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
SEI Global Managed Volatility F (SIMT)
Price$10.20
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets790.4M
CWGCX vs SVTAX Comparison Chart
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CWGCX vs. SVTAX commentary
Jan 19, 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: 127B vs. SVTAX (790M). SVTAX pays higher dividends than CWGCX: SVTAX (1.58) vs CWGCX (1.04). CWGCX was incepted earlier than SVTAX: CWGCX (24 years) vs SVTAX (18 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). CWGCX annual gain was more profitable for investors over the last year : 10.07 vs. SVTAX (5.56). CWGCX return over 5 years is better than : 24.90 vs. SVTAX (-1.21).
| CWGCX | SVTAX | CWGCX / SVTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 2.024 | 0.694 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 790M | 16,076% |
| Annual Yield % from dividends | 1.04 | 1.58 | 66% |
| Returns for 1 year | 10.07 | 5.56 | 181% |
| Returns for 3 years | 6.96 | 0.05 | 14,071% |
| Returns for 5 years | 24.90 | -1.21 | -2,058% |
| Returns for 10 years | 44.49 | 18.09 | 246% |