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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$71.71
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
SEI Global Managed Volatility F (SIMT)
Price$11.18
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets765.09M
CWGFX vs SVTAX Comparison Chart in %
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CWGFX vs. SVTAX commentary
Aug 10, 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: 136B vs. SVTAX (765M). SVTAX pays higher dividends than CWGFX: SVTAX (1.58) vs CWGFX (1.42). 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). CWGFX annual gain was more profitable for investors over the last year : 14.31 vs. SVTAX (7.79). CWGFX return over 5 years is better than : 46.80 vs. SVTAX (17.53).
| 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 | 14.031 | 10.803 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 765M | 17,778% |
| Annual Yield % from dividends | 1.42 | 1.58 | 90% |
| Returns for 1 year | 14.31 | 7.79 | 184% |
| Returns for 3 years | 44.10 | 15.18 | 291% |
| Returns for 5 years | 46.80 | 17.53 | 267% |
| Returns for 10 years | 61.01 | 22.49 | 271% |
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