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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
SEI Global Managed Volatility F (SIMT)
Price$11.29
Change+$0.10 (+0.89%)
VolumeN/A
Net Assets744.13M
CWGFX vs SVTAX Comparison Chart in %
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CWGFX vs. SVTAX commentary
Oct 19, 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 CWGFX is a Hold and SVTAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. SVTAX (744M). SVTAX pays higher dividends than CWGFX: SVTAX (1.54) vs CWGFX (1.35). CWGFX was incepted earlier than SVTAX: CWGFX (25 years) vs SVTAX (19 years). SVTAX (1.24) is less costly to investors than CWGFX (0.80). SVTAX is a more actively managed with annual turnover of: 85.00 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 : 10.73 vs. SVTAX (2.09). CWGFX return over 5 years is better than : 50.48 vs. SVTAX (18.46).
| CWGFX | SVTAX | CWGFX / SVTAX | |
| Total Expense Ratio | 0.80 | 1.11 | 72% |
| Annual Report Gross Expense Ratio | 0.80 | 1.24 | 65% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 19.913 | 11.893 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 744M | 18,952% |
| Annual Yield % from dividends | 1.35 | 1.54 | 88% |
| Returns for 1 year | 10.73 | 2.09 | 514% |
| Returns for 3 years | 66.79 | 25.67 | 260% |
| Returns for 5 years | 50.48 | 18.46 | 273% |
| Returns for 10 years | 76.92 | 25.77 | 298% |
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