Interact to see
Advertisement
Advertisement
SVTAX vs WGIFX
SVTAX vs WGIFX Comparison
Open Charts SVTAX vs WGIFX
SEI Global Managed Volatility F (SIMT)
Price$11.27
Change+$0.09 (+0.81%)
VolumeN/A
Net Assets761.36M
American Funds Capital World Gr&Inc F2
Price$74.61
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
SVTAX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SVTAX vs. WGIFX 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 SVTAX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. SVTAX (761M). WGIFX pays higher dividends than SVTAX: WGIFX (1.64) vs SVTAX (1.55). 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 : 9.69 vs. SVTAX (2.54). WGIFX return over 5 years is better than : 56.59 vs. SVTAX (22.04).
| 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 | 11.695 | 19.049 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 761M | 140B | 1% |
| Annual Yield % from dividends | 1.55 | 1.64 | 95% |
| Returns for 1 year | 2.54 | 9.69 | 26% |
| Returns for 3 years | 27.66 | 71.01 | 39% |
| Returns for 5 years | 22.04 | 56.59 | 39% |
| Returns for 10 years | 32.96 | 91.92 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement