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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$74.88
Change+$0.24 (+0.32%)
VolumeN/A
Net Assets140.42B
SEI Global Managed Volatility F (SIMT)
Price$11.29
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets767.6M
CWGFX vs SVTAX Comparison Chart in %
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CWGFX vs. SVTAX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. SVTAX (768M). SVTAX pays higher dividends than CWGFX: SVTAX (1.55) vs CWGFX (1.39). CWGFX was incepted earlier than SVTAX: CWGFX (25 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). CWGFX annual gain was more profitable for investors over the last year : 13.21 vs. SVTAX (3.56). CWGFX return over 5 years is better than : 49.93 vs. SVTAX (20.26).
| CWGFX | SVTAX | CWGFX / SVTAX | |
| Total Expense Ratio | 0.80 | 1.11 | 72% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 18.690 | 12.091 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 768M | 18,229% |
| Annual Yield % from dividends | 1.39 | 1.55 | 90% |
| Returns for 1 year | 13.21 | 3.56 | 371% |
| Returns for 3 years | 58.28 | 22.16 | 263% |
| Returns for 5 years | 49.93 | 20.26 | 247% |
| Returns for 10 years | 80.39 | 30.38 | 265% |
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