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FWGIX vs SVTAX
FWGIX vs SVTAX Comparison
Open Charts FWGIX vs SVTAX
American Funds Capital World Gr&Inc F3
Price$75.40
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
FWGIX vs SVTAX Comparison Chart in %
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FWGIX 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 FWGIX is a Hold and SVTAX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 141B vs. SVTAX (744M). FWGIX pays higher dividends than SVTAX: FWGIX (1.68) vs SVTAX (1.54). FWGIX was incepted earlier than SVTAX: FWGIX (9 years) vs SVTAX (19 years). SVTAX (1.24) is less costly to investors than FWGIX (0.41). SVTAX is a more actively managed with annual turnover of: 85.00 vs. FWGIX (27.00). SVTAX has a lower initial minimum investment than FWGIX: SVTAX (100000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 11.18 vs. SVTAX (2.09). FWGIX return over 5 years is better than : 52.74 vs. SVTAX (18.46).
| FWGIX | SVTAX | FWGIX / SVTAX | |
| Total Expense Ratio | 0.41 | 1.11 | 37% |
| Annual Report Gross Expense Ratio | 0.41 | 1.24 | 33% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 20.293 | 11.893 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 744M | 18,952% |
| Annual Yield % from dividends | 1.68 | 1.54 | 109% |
| Returns for 1 year | 11.18 | 2.09 | 535% |
| Returns for 3 years | 68.62 | 25.67 | 267% |
| Returns for 5 years | 52.74 | 18.46 | 286% |
| Returns for 10 years | N/A | 25.77 | - |
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