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FWCGX vs SVTAX
FWCGX vs SVTAX Comparison
Open Charts FWCGX vs SVTAX
American Funds Capital World Gr&Inc529F3
Price$61.64
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
SEI Global Managed Volatility F (SIMT)
Price$10.56
Change-$0.11 (-1.03%)
VolumeN/A
Net Assets788.91M
FWCGX vs SVTAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 123B vs. SVTAX (789M). FWCGX pays higher dividends than SVTAX: FWCGX (1.93) vs SVTAX (1.63). FWCGX was incepted earlier than SVTAX: FWCGX (4 years) vs SVTAX (19 years). SVTAX (1.24) is less costly to investors than FWCGX (0.47). SVTAX is a more actively managed with annual turnover of: 85.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than SVTAX: FWCGX (250) vs SVTAX (100000). SVTAX annual gain was more profitable for investors over the last year : 6.82 vs. FWCGX (0.54).
| FWCGX | SVTAX | FWCGX / SVTAX | |
| Total Expense Ratio | 0.47 | 1.11 | 42% |
| Annual Report Gross Expense Ratio | 0.47 | 1.24 | 38% |
| Fund Existence | 4 years | 19 years | - |
| Gain YTD | 0.931 | 5.748 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 789M | 15,589% |
| Annual Yield % from dividends | 1.93 | 1.63 | 118% |
| Returns for 1 year | 0.54 | 6.82 | 8% |
| Returns for 3 years | 14.39 | 4.13 | 348% |
| Returns for 5 years | N/A | 34.80 | - |
| Returns for 10 years | N/A | 18.76 | - |
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