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CWGCX vs SVTAX
CWGCX vs SVTAX Comparison
Open Charts CWGCX vs SVTAX
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
SEI Global Managed Volatility F (SIMT)
Price$11.35
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets740.42M
CWGCX vs SVTAX Comparison Chart in %
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CWGCX vs. SVTAX commentary
Nov 14, 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 StrongBuy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. SVTAX (740M). SVTAX pays higher dividends than CWGCX: SVTAX (1.56) 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 : 12.61 vs. SVTAX (3.27). CWGCX return over 5 years is better than : 41.08 vs. SVTAX (18.40).
| 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 | 20.452 | 12.785 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 740M | 19,459% |
| Annual Yield % from dividends | 0.75 | 1.56 | 48% |
| Returns for 1 year | 12.61 | 3.27 | 386% |
| Returns for 3 years | 51.03 | 19.72 | 259% |
| Returns for 5 years | 41.08 | 18.40 | 223% |
| Returns for 10 years | 75.46 | 28.94 | 261% |
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