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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$65.64
Change+$0.45 (+0.69%)
VolumeN/A
Net Assets128.9B
SEI Global Managed Volatility I (SIMT)
Price$9.94
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets796.3M
CWGCX vs SGMIX Comparison Chart
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CWGCX vs. SGMIX commentary
Jan 25, 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 CWGCX is a StrongBuy and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 129B vs. SGMIX (796M). SGMIX pays higher dividends than CWGCX: SGMIX (1.44) vs CWGCX (1.04). CWGCX was incepted earlier than SGMIX: CWGCX (24 years) vs SGMIX (18 years). SGMIX is a more actively managed with annual turnover of: 84.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than SGMIX: CWGCX (250) vs SGMIX (100000). CWGCX annual gain was more profitable for investors over the last year : 11.04 vs. SGMIX (6.05). CWGCX return over 5 years is better than : 29.43 vs. SGMIX (-1.65).
| CWGCX | SGMIX | CWGCX / SGMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 4.622 | 1.951 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 796M | 16,206% |
| Annual Yield % from dividends | 1.04 | 1.44 | 72% |
| Returns for 1 year | 11.04 | 6.05 | 182% |
| Returns for 3 years | 13.63 | 2.27 | 600% |
| Returns for 5 years | 29.43 | -1.65 | -1,787% |
| Returns for 10 years | 45.40 | 13.66 | 332% |
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