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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
Aug 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 StrongBuy and SVTAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 156B vs. SVTAX (716M). SVTAX pays higher dividends than CWGCX: SVTAX (0.92) vs CWGCX (0.72). 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 : 16.26 vs. SVTAX (2.39). CWGCX return over 5 years is better than : 32.96 vs. SVTAX (3.89).
| 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 | 16.496 | 9.125 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 716M | 21,788% |
| Annual Yield % from dividends | 0.72 | 0.92 | 78% |
| Returns for 1 year | 16.26 | 2.39 | 680% |
| Returns for 3 years | 51.26 | 22.88 | 224% |
| Returns for 5 years | 32.96 | 3.89 | 847% |
| Returns for 10 years | 88.14 | 19.66 | 448% |
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