Ad is loading...
FWGIX vs SVTAX
FWGIX vs SVTAX Comparison
Open Charts FWGIX vs SVTAX
American Funds Capital World Gr&Inc F3
Price$64.83
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
SEI Global Managed Volatility F (SIMT)
Price$10.20
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets790.4M
FWGIX vs SVTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. SVTAX commentary
Jan 19, 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 StrongBuy and SVTAX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 127B vs. SVTAX (790M). 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). FWGIX annual gain was more profitable for investors over the last year : 11.33 vs. SVTAX (5.56). FWGIX return over 5 years is better than : 29.10 vs. SVTAX (-1.21).
| 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 | 2.078 | 0.694 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 790M | 16,076% |
| Annual Yield % from dividends | 1.99 | 1.58 | 126% |
| Returns for 1 year | 11.33 | 5.56 | 204% |
| Returns for 3 years | 9.39 | 0.05 | 18,975% |
| Returns for 5 years | 29.10 | -1.21 | -2,404% |
| Returns for 10 years | N/A | 18.09 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRWCX | 24.10 | 0.28 | +1.18% |
| MFS Blended Research Growth Eq C | |||
| IIMOX | 6.13 | 0.06 | +0.99% |
| Voya MidCap Opportunities Port I | |||
| IENRX | 9.64 | 0.08 | +0.84% |
| Macquarie Climate Solutions R6 | |||
| RWMCX | 62.19 | 0.48 | +0.78% |
| American Funds Washington Mutual R3 | |||
| JOHIX | 23.02 | N/A | N/A |
| JOHCM International Select Institutional | |||