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FWGIX vs SVTAX
FWGIX vs SVTAX Comparison
Open Charts FWGIX vs SVTAX
American Funds Capital World Gr&Inc F3
Price$67.21
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility F (SIMT)
Price$11.05
Change-$0.08 (-0.72%)
VolumeN/A
CapitalizationN/A
FWGIX vs SVTAX Comparison Chart
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FWGIX vs. SVTAX commentary
Nov 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 Sell and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 125B vs. SVTAX (819M). 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 : 19.52 vs. SVTAX (13.79). FWGIX return over 5 years is better than : 40.15 vs. SVTAX (6.72).
| 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 | 13.433 | 13.800 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 819M | 15,263% |
| Annual Yield % from dividends | 1.99 | 1.58 | 126% |
| Returns for 1 year | 19.52 | 13.79 | 142% |
| Returns for 3 years | 3.95 | -3.59 | -110% |
| Returns for 5 years | 40.15 | 6.72 | 598% |
| Returns for 10 years | N/A | 20.40 | - |