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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$70.97
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
SEI Global Managed Volatility F (SIMT)
Price$10.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets732.29M
CWGCX vs SVTAX Comparison Chart in %
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CWGCX vs. SVTAX commentary
Dec 28, 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: 142B vs. SVTAX (732M). SVTAX pays higher dividends than CWGCX: SVTAX (1.53) vs CWGCX (0.75). 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 : 11.67 vs. SVTAX (4.96). CWGCX return over 5 years is better than : 27.43 vs. SVTAX (9.89).
| CWGCX | SVTAX | CWGCX / SVTAX | |
| Total Expense Ratio | 1.49 | 1.00 | 149% |
| Annual Report Gross Expense Ratio | 1.49 | 1.24 | 120% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 13.737 | 6.046 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 732M | 19,399% |
| Annual Yield % from dividends | 0.75 | 1.53 | 49% |
| Returns for 1 year | 11.67 | 4.96 | 236% |
| Returns for 3 years | 43.06 | 15.57 | 277% |
| Returns for 5 years | 27.43 | 9.89 | 277% |
| Returns for 10 years | 68.53 | 18.75 | 365% |
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