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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
Jun 24, 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: 160B vs. SVTAX (684M). CWGFX pays higher dividends than SVTAX: CWGFX (1.30) vs SVTAX (0.95). CWGFX was incepted earlier than SVTAX: CWGFX (25 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 : 18.82 vs. SVTAX (-1.26). CWGFX return over 5 years is better than : 31.85 vs. SVTAX (1.51).
| CWGFX | SVTAX | CWGFX / SVTAX | |
| Total Expense Ratio | 0.79 | 1.08 | 73% |
| Annual Report Gross Expense Ratio | 0.79 | 1.24 | 64% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 13.406 | 1.616 | 830% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 684M | 23,392% |
| Annual Yield % from dividends | 1.30 | 0.95 | 136% |
| Returns for 1 year | 18.82 | -1.26 | -1,498% |
| Returns for 3 years | 50.18 | 13.15 | 382% |
| Returns for 5 years | 31.85 | 1.51 | 2,108% |
| Returns for 10 years | 105.40 | 17.28 | 610% |
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