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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$65.27
Change-$4.68 (-6.69%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$10.45
Change-$0.73 (-6.53%)
VolumeN/A
CapitalizationN/A
CWGFX vs SVTAX Comparison Chart
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CWGFX 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 CWGFX is a Buy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 130B vs. SVTAX (814M). CWGFX (1.64) and SVTAX (1.58) have matching dividends . CWGFX was incepted earlier than SVTAX: CWGFX (24 years) vs SVTAX (18 years). SVTAX is a more actively managed with annual turnover of: 84.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than SVTAX: CWGFX (250) vs SVTAX (100000). SVTAX annual gain was more profitable for investors over the last year : 16.31 vs. CWGFX (12.01). CWGFX return over 5 years is better than : 32.35 vs. SVTAX (9.29).
| CWGFX | SVTAX | CWGFX / 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 | 10.423 | 15.139 | 69% |
| 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 | 1.64 | 1.58 | 104% |
| Returns for 1 year | 12.01 | 16.31 | 74% |
| Returns for 3 years | 9.87 | 7.48 | 132% |
| Returns for 5 years | 32.35 | 9.29 | 348% |
| Returns for 10 years | 47.57 | 28.83 | 165% |
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