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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
CWGFX vs SVTAX Comparison Chart in %
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CWGFX vs. SVTAX commentary
Sep 22, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. SVTAX (709M). CWGFX pays higher dividends than SVTAX: CWGFX (1.29) vs SVTAX (0.91). CWGFX was incepted earlier than SVTAX: CWGFX (26 years) vs SVTAX (20 years). SVTAX (1.24) is less costly to investors than CWGFX (0.79). SVTAX is a more actively managed with annual turnover of: 78.00 vs. CWGFX (44.00). 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 : 11.84 vs. SVTAX (1.86). CWGFX return over 5 years is better than : 36.06 vs. SVTAX (5.45).
| CWGFX | SVTAX | CWGFX / SVTAX | |
| Total Expense Ratio | 0.79 | 1.08 | 73% |
| Annual Report Gross Expense Ratio | 0.79 | 1.24 | 64% |
| Fund Existence | 26 years | 20 years | - |
| Gain YTD | 16.980 | 7.890 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 709M | 22,285% |
| Annual Yield % from dividends | 1.29 | 0.91 | 142% |
| Returns for 1 year | 11.84 | 1.86 | 636% |
| Returns for 3 years | 56.82 | 20.87 | 272% |
| Returns for 5 years | 36.06 | 5.45 | 662% |
| Returns for 10 years | 95.38 | 19.02 | 501% |
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