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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$11.05
Change-$0.08 (-0.72%)
VolumeN/A
CapitalizationN/A
CWGFX vs SVTAX Comparison Chart
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CWGFX vs. SVTAX commentary
Nov 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 Sell and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. SVTAX (819M). 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 : 19.02 vs. SVTAX (13.79). CWGFX return over 5 years is better than : 38.62 vs. SVTAX (6.72).
| 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 | 13.044 | 13.800 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 819M | 15,263% |
| Annual Yield % from dividends | 1.64 | 1.58 | 104% |
| Returns for 1 year | 19.02 | 13.79 | 138% |
| Returns for 3 years | 3.12 | -3.59 | -87% |
| Returns for 5 years | 38.62 | 6.72 | 575% |
| Returns for 10 years | 49.28 | 20.40 | 242% |
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