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FWGIX vs SVTAX
FWGIX vs SVTAX Comparison
Open Charts FWGIX vs SVTAX
American Funds Capital World Gr&Inc F3
Price$74.79
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
SEI Global Managed Volatility F (SIMT)
Price$11.19
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets728.48M
FWGIX vs SVTAX Comparison Chart in %
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FWGIX vs. SVTAX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a Hold and SVTAX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 139B vs. SVTAX (728M). FWGIX pays higher dividends than SVTAX: FWGIX (1.65) vs SVTAX (1.56). FWGIX was incepted earlier than SVTAX: FWGIX (9 years) vs SVTAX (19 years). SVTAX (1.24) is less costly to investors than FWGIX (0.41). SVTAX is a more actively managed with annual turnover of: 85.00 vs. FWGIX (27.00). SVTAX has a lower initial minimum investment than FWGIX: SVTAX (100000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 12.61 vs. SVTAX (3.10). FWGIX return over 5 years is better than : 43.73 vs. SVTAX (17.94).
| FWGIX | SVTAX | FWGIX / SVTAX | |
| Total Expense Ratio | 0.41 | 1.11 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.24 | 33% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 19.320 | 11.397 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 728M | 19,093% |
| Annual Yield % from dividends | 1.65 | 1.56 | 106% |
| Returns for 1 year | 12.61 | 3.10 | 407% |
| Returns for 3 years | 52.25 | 16.90 | 309% |
| Returns for 5 years | 43.73 | 17.94 | 244% |
| Returns for 10 years | N/A | 23.68 | - |
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