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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$66.62
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets128.02B
SEI Global Managed Volatility F (SIMT)
Price$10.74
Change-$0.04 (-0.37%)
VolumeN/A
Net Assets776.01M
CWGFX vs SVTAX Comparison Chart
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CWGFX vs. SVTAX commentary
May 15, 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 Hold and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. SVTAX (776M). SVTAX (1.61) and CWGFX (1.58) 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 : 7.36 vs. CWGFX (3.79). CWGFX return over 5 years is better than : 57.77 vs. SVTAX (26.35).
| 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 | 5.418 | 7.433 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 776M | 16,495% |
| Annual Yield % from dividends | 1.58 | 1.61 | 98% |
| Returns for 1 year | 3.79 | 7.36 | 51% |
| Returns for 3 years | 31.02 | 11.15 | 278% |
| Returns for 5 years | 57.77 | 26.35 | 219% |
| Returns for 10 years | 43.15 | 19.07 | 226% |
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