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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$76.01
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets142.23B
SEI Global Managed Volatility F (SIMT)
Price$11.34
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets747.75M
CWGFX vs SVTAX Comparison Chart in %
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CWGFX vs. SVTAX commentary
Oct 22, 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: 142B vs. SVTAX (748M). SVTAX pays higher dividends than CWGFX: SVTAX (1.54) vs CWGFX (1.35). 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 : 11.44 vs. SVTAX (2.00). CWGFX return over 5 years is better than : 52.81 vs. SVTAX (19.70).
| 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 | 21.173 | 11.893 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 748M | 18,984% |
| Annual Yield % from dividends | 1.35 | 1.54 | 88% |
| Returns for 1 year | 11.44 | 2.00 | 573% |
| Returns for 3 years | 66.88 | 25.67 | 261% |
| Returns for 5 years | 52.81 | 19.70 | 268% |
| Returns for 10 years | 75.63 | 24.12 | 314% |
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