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FWCGX vs SVTAX
FWCGX vs SVTAX Comparison
Open Charts FWCGX vs SVTAX
American Funds Capital World Gr&Inc529F3
Price$64.83
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
SEI Global Managed Volatility F (SIMT)
Price$10.20
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets790.4M
FWCGX vs SVTAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 127B vs. SVTAX (790M). 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 : 11.26 vs. SVTAX (5.56).
| 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 | 2.062 | 0.694 | 297% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 790M | 16,076% |
| Annual Yield % from dividends | 1.94 | 1.58 | 123% |
| Returns for 1 year | 11.26 | 5.56 | 203% |
| Returns for 3 years | 11.80 | 0.05 | 23,851% |
| Returns for 5 years | N/A | -1.21 | - |
| Returns for 10 years | N/A | 18.09 | - |