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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$64.64
Change-$4.55 (-6.58%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$10.45
Change-$0.73 (-6.53%)
VolumeN/A
CapitalizationN/A
CWGCX vs SVTAX Comparison Chart
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CWGCX vs. SVTAX commentary
Dec 18, 2024
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: 130B vs. SVTAX (814M). 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). SVTAX annual gain was more profitable for investors over the last year : 16.31 vs. CWGCX (11.39). CWGCX return over 5 years is better than : 29.79 vs. SVTAX (9.29).
| 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 | 9.830 | 15.139 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 814M | 15,971% |
| Annual Yield % from dividends | 1.04 | 1.58 | 66% |
| Returns for 1 year | 11.39 | 16.31 | 70% |
| Returns for 3 years | 8.48 | 7.48 | 113% |
| Returns for 5 years | 29.79 | 9.29 | 321% |
| Returns for 10 years | 44.61 | 28.83 | 155% |
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