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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$68.98
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$11.26
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
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CWGFX vs SVTAX Comparison Chart
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CWGFX vs. SVTAX commentary
Oct 18, 2024
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: 129B vs. SVTAX (850M). 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 : 25.84 vs. SVTAX (17.73). CWGFX return over 5 years is better than : 47.44 vs. SVTAX (10.07).
| 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 | 15.911 | 16.066 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 850M | 15,176% |
| Annual Yield % from dividends | 1.64 | 1.58 | 104% |
| Returns for 1 year | 25.84 | 17.73 | 146% |
| Returns for 3 years | 8.83 | 2.02 | 437% |
| Returns for 5 years | 47.44 | 10.07 | 471% |
| Returns for 10 years | 63.17 | 31.97 | 198% |
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