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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
SEI Global Managed Volatility F (SIMT)
Price$10.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets732.29M
CWGFX vs SVTAX Comparison Chart in %
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CWGFX vs. SVTAX commentary
Dec 28, 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: 142B vs. SVTAX (732M). SVTAX pays higher dividends than CWGFX: SVTAX (1.53) vs CWGFX (1.31). 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 : 12.34 vs. SVTAX (4.96). CWGFX return over 5 years is better than : 31.00 vs. SVTAX (9.89).
| 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 | 19 years | - |
| Gain YTD | 14.398 | 6.046 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 732M | 19,399% |
| Annual Yield % from dividends | 1.31 | 1.53 | 86% |
| Returns for 1 year | 12.34 | 4.96 | 249% |
| Returns for 3 years | 46.00 | 15.57 | 295% |
| Returns for 5 years | 31.00 | 9.89 | 314% |
| Returns for 10 years | 73.31 | 18.75 | 391% |
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