Interact to see
Advertisement
Advertisement
FWGIX vs SVTAX
FWGIX vs SVTAX Comparison
Open Charts FWGIX vs SVTAX
American Funds Capital World Gr&Inc F3
Price$75.03
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets140.42B
SEI Global Managed Volatility F (SIMT)
Price$11.29
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets767.6M
FWGIX vs SVTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. SVTAX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 140B vs. SVTAX (768M). FWGIX pays higher dividends than SVTAX: FWGIX (1.73) vs SVTAX (1.55). FWGIX was incepted earlier than SVTAX: FWGIX (9 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). FWGIX annual gain was more profitable for investors over the last year : 14.05 vs. SVTAX (3.56). FWGIX return over 5 years is better than : 52.71 vs. SVTAX (20.26).
| FWGIX | SVTAX | FWGIX / SVTAX | |
| Total Expense Ratio | 0.41 | 1.11 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.24 | 33% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 19.432 | 12.091 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 768M | 18,229% |
| Annual Yield % from dividends | 1.73 | 1.55 | 112% |
| Returns for 1 year | 14.05 | 3.56 | 395% |
| Returns for 3 years | 60.59 | 22.16 | 273% |
| Returns for 5 years | 52.71 | 20.26 | 260% |
| Returns for 10 years | N/A | 30.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement