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FWGIX vs SVTAX
FWGIX vs SVTAX Comparison
Open Charts FWGIX vs SVTAX
American Funds Capital World Gr&Inc F3
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
FWGIX vs SVTAX Comparison Chart
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FWGIX vs. SVTAX commentary
Apr 04, 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 Buy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 123B vs. SVTAX (789M). FWGIX pays higher dividends than SVTAX: FWGIX (1.98) vs SVTAX (1.63). FWGIX was incepted earlier than SVTAX: FWGIX (8 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). SVTAX annual gain was more profitable for investors over the last year : 6.82 vs. FWGIX (0.60). FWGIX return over 5 years is better than : 70.29 vs. SVTAX (34.80).
| FWGIX | SVTAX | FWGIX / SVTAX | |
| Total Expense Ratio | 0.41 | 1.11 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.24 | 33% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 0.958 | 5.748 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 789M | 15,589% |
| Annual Yield % from dividends | 1.98 | 1.63 | 121% |
| Returns for 1 year | 0.60 | 6.82 | 9% |
| Returns for 3 years | 12.42 | 4.13 | 301% |
| Returns for 5 years | 70.29 | 34.80 | 202% |
| Returns for 10 years | N/A | 18.76 | - |