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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
SEI Global Managed Volatility F (SIMT)
Price$10.56
Change-$0.11 (-1.03%)
VolumeN/A
Net Assets788.91M
CWGCX vs SVTAX Comparison Chart
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CWGCX vs. SVTAX commentary
Apr 04, 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 Buy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. SVTAX (789M). SVTAX pays higher dividends than CWGCX: SVTAX (1.63) vs CWGCX (0.93). 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). SVTAX annual gain was more profitable for investors over the last year : 6.82 vs. CWGCX (-0.53). CWGCX return over 5 years is better than : 64.18 vs. SVTAX (34.80).
| 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 | 0.700 | 5.748 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 789M | 15,589% |
| Annual Yield % from dividends | 0.93 | 1.63 | 57% |
| Returns for 1 year | -0.53 | 6.82 | -8% |
| Returns for 3 years | 9.63 | 4.13 | 233% |
| Returns for 5 years | 64.18 | 34.80 | 184% |
| Returns for 10 years | 37.61 | 18.76 | 200% |
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