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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
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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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.
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).
| 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 | 20 years | - |
| Gain YTD | 4.866 | 2.471 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 723M | 19,640% |
| Annual Yield % from dividends | 0.84 | 0.96 | 87% |
| Returns for 1 year | 15.29 | 4.75 | 322% |
| Returns for 3 years | 39.90 | 16.82 | 237% |
| Returns for 5 years | 26.77 | 10.34 | 259% |
| Returns for 10 years | 93.96 | 27.14 | 346% |
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