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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$70.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets136.03B
SEI Global Managed Volatility F (SIMT)
Price$11.18
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets765.09M
CWGCX vs SVTAX Comparison Chart in %
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CWGCX vs. SVTAX commentary
Aug 10, 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: 136B vs. SVTAX (765M). SVTAX pays higher dividends than CWGCX: SVTAX (1.58) vs CWGCX (0.84). 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). CWGCX annual gain was more profitable for investors over the last year : 13.48 vs. SVTAX (7.79). CWGCX return over 5 years is better than : 43.17 vs. SVTAX (17.53).
| 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 | 13.582 | 10.803 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 765M | 17,778% |
| Annual Yield % from dividends | 0.84 | 1.58 | 53% |
| Returns for 1 year | 13.48 | 7.79 | 173% |
| Returns for 3 years | 41.53 | 15.18 | 274% |
| Returns for 5 years | 43.17 | 17.53 | 246% |
| Returns for 10 years | 56.97 | 22.49 | 253% |
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