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FWGIX vs SVTAX
FWGIX vs SVTAX Comparison
Open Charts FWGIX vs SVTAX
American Funds Capital World Gr&Inc F3
Price$66.28
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
SEI Global Managed Volatility F (SIMT)
Price$10.56
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets799.79M
FWGIX vs SVTAX Comparison Chart
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FWGIX vs. SVTAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. SVTAX (800M). FWGIX pays higher dividends than SVTAX: FWGIX (1.99) vs SVTAX (1.58). FWGIX was incepted earlier than SVTAX: FWGIX (8 years) vs SVTAX (19 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 (7.52) and FWGIX (7.45) have marching annual gain over last year. FWGIX return over 5 years is better than : 34.05 vs. SVTAX (2.50).
| FWGIX | SVTAX | FWGIX / SVTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 4.362 | 4.658 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 800M | 16,000% |
| Annual Yield % from dividends | 1.99 | 1.58 | 126% |
| Returns for 1 year | 7.45 | 7.52 | 99% |
| Returns for 3 years | 17.38 | 7.17 | 242% |
| Returns for 5 years | 34.05 | 2.50 | 1,362% |
| Returns for 10 years | N/A | 18.79 | - |
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