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CWICX vs SVTAX
CWICX vs SVTAX Comparison
Open Charts CWICX vs SVTAX
American Funds Capital World Gr&Inc 529C
Price$64.19
Change-$1.09 (-1.67%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$10.93
Change-$0.09 (-0.82%)
VolumeN/A
CapitalizationN/A
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CWICX vs SVTAX Comparison Chart
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CWICX vs. SVTAX commentary
Sep 08, 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 CWICX is a StrongBuy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 121B vs. SVTAX (836M). SVTAX pays higher dividends than CWICX: SVTAX (1.58) vs CWICX (0.97). CWICX was incepted earlier than SVTAX: CWICX (23 years) vs SVTAX (18 years). SVTAX is a more actively managed with annual turnover of: 84.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than SVTAX: CWICX (250) vs SVTAX (100000). CWICX annual gain was more profitable for investors over the last year : 16.41 vs. SVTAX (14.18). CWICX return over 5 years is better than : 41.27 vs. SVTAX (8.48).
| CWICX | SVTAX | CWICX / SVTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 9.759 | 13.491 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 836M | 14,474% |
| Annual Yield % from dividends | 0.97 | 1.58 | 62% |
| Returns for 1 year | 16.41 | 14.18 | 116% |
| Returns for 3 years | 1.27 | -3.62 | -35% |
| Returns for 5 years | 41.27 | 8.48 | 487% |
| Returns for 10 years | 54.44 | 23.60 | 231% |
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