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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
SEI Global Managed Volatility F (SIMT)
Price$10.78
Change-$0.49 (-4.35%)
VolumeN/A
Net Assets723.34M
CWGFX vs SVTAX Comparison Chart in %
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CWGFX 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 CWGFX is a Buy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. SVTAX (723M). CWGFX pays higher dividends than SVTAX: CWGFX (1.41) vs SVTAX (0.96). CWGFX was incepted earlier than SVTAX: CWGFX (25 years) vs SVTAX (20 years). SVTAX (1.24) is less costly to investors than CWGFX (0.80). SVTAX is a more actively managed with annual turnover of: 78.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than SVTAX: CWGFX (250) vs SVTAX (100000). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. SVTAX (4.75). CWGFX return over 5 years is better than : 30.54 vs. SVTAX (10.34).
| CWGFX | SVTAX | CWGFX / SVTAX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 25 years | 20 years | - |
| Gain YTD | 4.924 | 2.471 | 199% |
| 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 | 1.41 | 0.96 | 147% |
| Returns for 1 year | 16.18 | 4.75 | 341% |
| Returns for 3 years | 43.02 | 16.82 | 256% |
| Returns for 5 years | 30.54 | 10.34 | 295% |
| Returns for 10 years | 99.82 | 27.14 | 368% |
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