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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
CWGCX vs SVTAX Comparison Chart in %
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CWGCX vs. SVTAX commentary
Jun 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 152B vs. SVTAX (702M). SVTAX pays higher dividends than CWGCX: SVTAX (0.95) vs CWGCX (0.75). CWGCX was incepted earlier than SVTAX: CWGCX (25 years) vs SVTAX (20 years). CWGCX (1.48) is less costly to investors than SVTAX (1.24). SVTAX is a more actively managed with annual turnover of: 78.00 vs. CWGCX (44.00). 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 : 21.48 vs. SVTAX (-1.21). CWGCX return over 5 years is better than : 31.41 vs. SVTAX (2.89).
| CWGCX | SVTAX | CWGCX / SVTAX | |
| Total Expense Ratio | 1.48 | 1.08 | 137% |
| Annual Report Gross Expense Ratio | 1.48 | 1.24 | 119% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 15.310 | 3.517 | 435% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 702M | 21,652% |
| Annual Yield % from dividends | 0.75 | 0.95 | 78% |
| Returns for 1 year | 21.48 | -1.21 | -1,768% |
| Returns for 3 years | 51.16 | 15.85 | 323% |
| Returns for 5 years | 31.41 | 2.89 | 1,089% |
| Returns for 10 years | 93.16 | 17.04 | 547% |
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