Ad is loading...
FWCGX vs SVTAX
FWCGX vs SVTAX Comparison
Open Charts FWCGX vs SVTAX
American Funds Capital World Gr&Inc529F3
Price$65.41
Change-$4.74 (-6.76%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$10.45
Change-$0.73 (-6.53%)
VolumeN/A
CapitalizationN/A
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: 130B vs. SVTAX (814M). 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). SVTAX annual gain was more profitable for investors over the last year : 16.31 vs. FWCGX (12.31).
| 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 | 10.698 | 15.139 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 814M | 15,971% |
| Annual Yield % from dividends | 1.94 | 1.58 | 123% |
| Returns for 1 year | 12.31 | 16.31 | 75% |
| Returns for 3 years | 13.10 | 7.48 | 175% |
| Returns for 5 years | N/A | 9.29 | - |
| Returns for 10 years | N/A | 28.83 | - |