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FWCGX vs SVTAX
FWCGX vs SVTAX Comparison
Open Charts FWCGX vs SVTAX
American Funds Capital World Gr&Inc529F3
Price$69.14
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$11.26
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
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FWCGX vs SVTAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 129B vs. SVTAX (850M). FWCGX pays higher dividends than SVTAX: FWCGX (1.94) vs SVTAX (1.58). FWCGX was incepted earlier than SVTAX: FWCGX (4 years) vs SVTAX (18 years). SVTAX is a more actively managed with annual turnover of: 84.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than SVTAX: FWCGX (250) vs SVTAX (100000). FWCGX annual gain was more profitable for investors over the last year : 26.26 vs. SVTAX (17.73).
| FWCGX | SVTAX | FWCGX / SVTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | 16.222 | 16.066 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 850M | 15,176% |
| Annual Yield % from dividends | 1.94 | 1.58 | 123% |
| Returns for 1 year | 26.26 | 17.73 | 148% |
| Returns for 3 years | 12.14 | 2.02 | 601% |
| Returns for 5 years | N/A | 10.07 | - |
| Returns for 10 years | N/A | 31.97 | - |
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