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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
SEI Global Managed Volatility F (SIMT)
Price$11.13
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets789.88M
CWGFX vs SVTAX Comparison Chart
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CWGFX vs. SVTAX commentary
Jun 07, 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 CWGFX is a Buy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. SVTAX (790M). SVTAX pays higher dividends than CWGFX: SVTAX (1.57) vs CWGFX (1.49). CWGFX was incepted earlier than SVTAX: CWGFX (24 years) vs SVTAX (19 years). SVTAX (1.24) is less costly to investors than CWGFX (0.80). SVTAX is a more actively managed with annual turnover of: 85.00 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 : 8.99 vs. CWGFX (6.31). CWGFX return over 5 years is better than : 45.68 vs. SVTAX (20.21).
| CWGFX | SVTAX | CWGFX / SVTAX | |
| Total Expense Ratio | 0.80 | 1.11 | 72% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 9.010 | 9.911 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 790M | 16,582% |
| Annual Yield % from dividends | 1.49 | 1.57 | 95% |
| Returns for 1 year | 6.31 | 8.99 | 70% |
| Returns for 3 years | 28.90 | 12.45 | 232% |
| Returns for 5 years | 45.68 | 20.21 | 226% |
| Returns for 10 years | 52.89 | 24.87 | 213% |
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