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CWICX vs SVTAX
CWICX vs SVTAX Comparison
Open Charts CWICX vs SVTAX
American Funds Capital World Gr&Inc 529C
Price$74.25
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
SEI Global Managed Volatility F (SIMT)
Price$11.27
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets761.36M
CWICX vs SVTAX Comparison Chart in %
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CWICX vs. SVTAX commentary
Sep 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 CWICX is a Buy and SVTAX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 140B vs. SVTAX (761M). SVTAX pays higher dividends than CWICX: SVTAX (1.55) vs CWICX (0.77). CWICX was incepted earlier than SVTAX: CWICX (24 years) vs SVTAX (19 years). CWICX (1.53) is less costly to investors than SVTAX (1.24). SVTAX is a more actively managed with annual turnover of: 85.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than SVTAX: CWICX (250) vs SVTAX (100000). CWICX annual gain was more profitable for investors over the last year : 8.57 vs. SVTAX (2.54). CWICX return over 5 years is better than : 52.58 vs. SVTAX (22.04).
| CWICX | SVTAX | CWICX / SVTAX | |
| Total Expense Ratio | 1.53 | 1.11 | 138% |
| Annual Report Gross Expense Ratio | 1.53 | 1.24 | 123% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 18.171 | 11.695 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 761M | 18,397% |
| Annual Yield % from dividends | 0.77 | 1.55 | 49% |
| Returns for 1 year | 8.57 | 2.54 | 337% |
| Returns for 3 years | 66.92 | 27.66 | 242% |
| Returns for 5 years | 52.58 | 22.04 | 239% |
| Returns for 10 years | 98.59 | 32.96 | 299% |
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