Interact to see
Advertisement
Advertisement
CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
CWGCX vs SVTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. SVTAX commentary
Jun 24, 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 Hold and SVTAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 160B vs. SVTAX (684M). 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 : 17.91 vs. SVTAX (-1.26). CWGCX return over 5 years is better than : 28.03 vs. SVTAX (1.51).
| 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 | 13.037 | 1.616 | 807% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 684M | 23,392% |
| Annual Yield % from dividends | 0.75 | 0.95 | 78% |
| Returns for 1 year | 17.91 | -1.26 | -1,425% |
| Returns for 3 years | 46.90 | 13.15 | 357% |
| Returns for 5 years | 28.03 | 1.51 | 1,855% |
| Returns for 10 years | 98.70 | 17.28 | 571% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement