Ad is loading...
FWCGX vs SVTAX
FWCGX vs SVTAX Comparison
Open Charts FWCGX vs SVTAX
American Funds Capital World Gr&Inc529F3
Price$66.29
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
SEI Global Managed Volatility F (SIMT)
Price$10.56
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets799.79M
FWCGX vs SVTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 128B vs. SVTAX (800M). FWCGX pays higher dividends than SVTAX: FWCGX (1.94) vs SVTAX (1.58). FWCGX was incepted earlier than SVTAX: FWCGX (4 years) vs SVTAX (19 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). SVTAX (7.52) and FWCGX (7.40) have marching annual gain over last year.
| FWCGX | SVTAX | FWCGX / SVTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 19 years | - |
| Gain YTD | 4.361 | 4.658 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 800M | 16,000% |
| Annual Yield % from dividends | 1.94 | 1.58 | 123% |
| Returns for 1 year | 7.40 | 7.52 | 98% |
| Returns for 3 years | 19.98 | 7.17 | 279% |
| Returns for 5 years | N/A | 2.50 | - |
| Returns for 10 years | N/A | 18.79 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DPRCX | 12.09 | -0.09 | -0.74% |
| Macquarie Global Listed Real Assets C | |||
| CWMFX | 63.66 | -0.88 | -1.36% |
| American Funds Washington Mutual 529F1 | |||
| STLYX | 36.33 | -0.54 | -1.46% |
| SEI Tax-Managed Large Cap Y (SIMT) | |||
| HMVFX | 15.83 | -0.30 | -1.86% |
| Hartford MidCap Value F | |||
| WAESX | 17.09 | -0.48 | -2.73% |
| Wasatch Emerging Markets Select Investor | |||