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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
SEI Global Managed Volatility F (SIMT)
Price$11.35
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets740.42M
CWGFX vs SVTAX Comparison Chart in %
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CWGFX 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 CWGFX is a StrongBuy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. SVTAX (740M). SVTAX pays higher dividends than CWGFX: SVTAX (1.56) vs CWGFX (1.32). 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 : 14.99 vs. SVTAX (3.27). CWGFX return over 5 years is better than : 47.60 vs. SVTAX (18.40).
| 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 | 23.373 | 12.785 | 183% |
| 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 | 1.32 | 1.56 | 85% |
| Returns for 1 year | 14.99 | 3.27 | 459% |
| Returns for 3 years | 55.97 | 19.72 | 284% |
| Returns for 5 years | 47.60 | 18.40 | 259% |
| Returns for 10 years | 85.73 | 28.94 | 296% |
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