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CWGFX vs SVTAX
CWGFX vs SVTAX Comparison
Open Charts CWGFX vs SVTAX
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
SEI Global Managed Volatility F (SIMT)
Price$11.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets732.19M
CWGFX vs SVTAX Comparison Chart in %
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CWGFX vs. SVTAX commentary
Dec 04, 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: 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 : 12.58 vs. SVTAX (1.91). CWGFX return over 5 years is better than : 41.11 vs. SVTAX (18.08).
| 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 | 21.970 | 12.587 | 175% |
| 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 | 12.58 | 1.91 | 660% |
| Returns for 3 years | 49.31 | 14.76 | 334% |
| Returns for 5 years | 41.11 | 18.08 | 227% |
| Returns for 10 years | 79.52 | 24.67 | 322% |
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