CWGCX
Price
$73.92
Change
-$1.14 (-1.52%)
Updated
Feb 3 closing price
Net Assets
142.37B
SVTAX
Price
$10.78
Change
-$0.49 (-4.35%)
Updated
Feb 3 closing price
Net Assets
723.34M
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CWGCX vs SVTAX

Header iconCWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAXBanner chart's image
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
SEI Global Managed Volatility F (SIMT)
Price$10.78
Change-$0.49 (-4.35%)
VolumeN/A
Net Assets723.34M
CWGCX vs SVTAX Comparison Chart in %
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VS
CWGCX vs. SVTAX commentary
Feb 05, 2026

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 Buy and SVTAX is a Buy.

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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. SVTAX (723M). SVTAX pays higher dividends than CWGCX: SVTAX (0.96) vs CWGCX (0.84). CWGCX was incepted earlier than SVTAX: CWGCX (25 years) vs SVTAX (20 years). CWGCX (1.49) is less costly to investors than SVTAX (1.24). SVTAX is a more actively managed with annual turnover of: 78.00 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 : 15.29 vs. SVTAX (4.75). CWGCX return over 5 years is better than : 26.77 vs. SVTAX (10.34).
CWGCXSVTAXCWGCX / SVTAX
Total Expense Ratio1.491.00149%
Annual Report Gross Expense Ratio1.491.24120%
Fund Existence25 years20 years-
Gain YTD4.8662.471197%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets142B723M19,640%
Annual Yield % from dividends0.840.9687%
Returns for 1 year15.294.75322%
Returns for 3 years39.9016.82237%
Returns for 5 years26.7710.34259%
Returns for 10 years93.9627.14346%
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