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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
SEI Global Managed Volatility F (SIMT)
Price$11.29
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets744.13M
CWGCX vs SVTAX Comparison Chart in %
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CWGCX vs. SVTAX commentary
Oct 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 CWGCX is a Hold and SVTAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. SVTAX (744M). SVTAX pays higher dividends than CWGCX: SVTAX (1.54) vs CWGCX (0.77). CWGCX was incepted earlier than SVTAX: CWGCX (25 years) vs SVTAX (19 years). CWGCX (1.49) is less costly to investors than SVTAX (1.24). SVTAX is a more actively managed with annual turnover of: 85.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than SVTAX: CWGCX (250) vs SVTAX (100000). CWGCX annual gain was more profitable for investors over the last year : 9.93 vs. SVTAX (2.09). CWGCX return over 5 years is better than : 46.50 vs. SVTAX (18.46).
| CWGCX | SVTAX | CWGCX / SVTAX | |
| Total Expense Ratio | 1.49 | 1.11 | 134% |
| Annual Report Gross Expense Ratio | 1.49 | 1.24 | 120% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 19.298 | 11.893 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 744M | 18,952% |
| Annual Yield % from dividends | 0.77 | 1.54 | 50% |
| Returns for 1 year | 9.93 | 2.09 | 476% |
| Returns for 3 years | 63.56 | 25.67 | 248% |
| Returns for 5 years | 46.50 | 18.46 | 252% |
| Returns for 10 years | 72.19 | 25.77 | 280% |
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