CWGFX
Price
$71.40
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
SVTAX
Price
$11.20
Change
+$0.06 (+0.54%)
Updated
Jul 3 closing price
Net Assets
785.23M
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CWGFX vs SVTAX

Header iconCWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAXBanner chart's image
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
SEI Global Managed Volatility F (SIMT)
Price$11.20
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets785.23M
CWGFX vs SVTAX Comparison Chart in %
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CWGFX vs. SVTAX commentary
Jul 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.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. SVTAX (785M). SVTAX pays higher dividends than CWGFX: SVTAX (1.56) vs CWGFX (1.42). 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 (9.75) and CWGFX (9.29) have marching annual gain over last year. CWGFX return over 5 years is better than : 52.71 vs. SVTAX (23.81).
CWGFXSVTAXCWGFX / SVTAX
Total Expense Ratio0.801.1172%
Annual Report Gross Expense Ratio0.801.2465%
Fund Existence24 years19 years-
Gain YTD13.53811.001123%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets136B785M17,325%
Annual Yield % from dividends1.421.5691%
Returns for 1 year9.299.7595%
Returns for 3 years50.0418.17275%
Returns for 5 years52.7123.81221%
Returns for 10 years62.6625.88242%
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