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FWGIX vs SVTAX
FWGIX vs SVTAX Comparison
Open Charts FWGIX vs SVTAX
American Funds Capital World Gr&Inc F3
Price$65.40
Change-$4.75 (-6.77%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$10.45
Change-$0.73 (-6.53%)
VolumeN/A
CapitalizationN/A
FWGIX vs SVTAX Comparison Chart
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FWGIX vs. SVTAX commentary
Dec 18, 2024
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 Buy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 130B vs. SVTAX (814M). FWGIX pays higher dividends than SVTAX: FWGIX (1.99) vs SVTAX (1.58). FWGIX was incepted earlier than SVTAX: FWGIX (8 years) vs SVTAX (18 years). SVTAX is a more actively managed with annual turnover of: 84.00 vs. FWGIX (27.00). SVTAX has a lower initial minimum investment than FWGIX: SVTAX (100000) vs FWGIX (1000000). SVTAX annual gain was more profitable for investors over the last year : 16.31 vs. FWGIX (12.35). FWGIX return over 5 years is better than : 33.77 vs. SVTAX (9.29).
| FWGIX | SVTAX | FWGIX / SVTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 10.741 | 15.139 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 814M | 15,971% |
| Annual Yield % from dividends | 1.99 | 1.58 | 126% |
| Returns for 1 year | 12.35 | 16.31 | 76% |
| Returns for 3 years | 10.63 | 7.48 | 142% |
| Returns for 5 years | 33.77 | 9.29 | 363% |
| Returns for 10 years | N/A | 28.83 | - |