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SVTAX vs WGIFX
SVTAX vs WGIFX Comparison
Open Charts SVTAX vs WGIFX
SEI Global Managed Volatility F (SIMT)
Price$11.24
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets768.26M
American Funds Capital World Gr&Inc F2
Price$72.68
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets137.57B
SVTAX vs WGIFX Comparison Chart in %
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SVTAX vs. WGIFX commentary
Aug 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 SVTAX is a Hold and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. SVTAX (768M). WGIFX pays higher dividends than SVTAX: WGIFX (1.67) vs SVTAX (1.58). SVTAX was incepted earlier than WGIFX: SVTAX (19 years) vs WGIFX (17 years). SVTAX (1.24) is less costly to investors than WGIFX (0.52). SVTAX is a more actively managed with annual turnover of: 85.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than SVTAX: WGIFX (250) vs SVTAX (100000). WGIFX annual gain was more profitable for investors over the last year : 11.43 vs. SVTAX (5.87). WGIFX return over 5 years is better than : 48.58 vs. SVTAX (17.49).
| SVTAX | WGIFX | SVTAX / WGIFX | |
| Total Expense Ratio | 1.11 | 0.52 | 213% |
| Annual Report Gross Expense Ratio | 1.24 | 0.52 | 238% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 11.397 | 15.603 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 768M | 138B | 1% |
| Annual Yield % from dividends | 1.58 | 1.67 | 94% |
| Returns for 1 year | 5.87 | 11.43 | 51% |
| Returns for 3 years | 13.65 | 44.84 | 30% |
| Returns for 5 years | 17.49 | 48.58 | 36% |
| Returns for 10 years | 28.39 | 74.73 | 38% |
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