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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
SEI Global Managed Volatility F (SIMT)
Price$10.20
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets790.4M
CWGFX vs SVTAX Comparison Chart
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CWGFX vs. SVTAX commentary
Jan 19, 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 StrongBuy and SVTAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. SVTAX (790M). 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). CWGFX annual gain was more profitable for investors over the last year : 10.89 vs. SVTAX (5.56). CWGFX return over 5 years is better than : 27.58 vs. SVTAX (-1.21).
| 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 | 2.051 | 0.694 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 790M | 16,076% |
| Annual Yield % from dividends | 1.64 | 1.58 | 104% |
| Returns for 1 year | 10.89 | 5.56 | 196% |
| Returns for 3 years | 8.51 | 0.05 | 17,204% |
| Returns for 5 years | 27.58 | -1.21 | -2,279% |
| Returns for 10 years | 47.73 | 18.09 | 264% |
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