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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
SEI Global Managed Volatility F (SIMT)
Price$10.56
Change-$0.11 (-1.03%)
VolumeN/A
Net Assets788.91M
CWGFX vs SVTAX Comparison Chart
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CWGFX vs. SVTAX commentary
Apr 04, 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: 123B vs. SVTAX (789M). SVTAX (1.63) and CWGFX (1.59) have matching dividends . 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 : 6.82 vs. CWGFX (0.19). CWGFX return over 5 years is better than : 68.06 vs. SVTAX (34.80).
| 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 | 0.845 | 5.748 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 789M | 15,589% |
| Annual Yield % from dividends | 1.59 | 1.63 | 97% |
| Returns for 1 year | 0.19 | 6.82 | 3% |
| Returns for 3 years | 11.40 | 4.13 | 276% |
| Returns for 5 years | 68.06 | 34.80 | 196% |
| Returns for 10 years | 40.90 | 18.76 | 218% |
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