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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$72.18
Change+$0.35 (+0.49%)
VolumeN/A
Net Assets136.73B
SEI Global Managed Volatility I (SIMT)
Price$10.84
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets768.02M
CWGCX vs SGMIX Comparison Chart in %
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CWGCX vs. SGMIX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. SGMIX (768M). SGMIX pays higher dividends than CWGCX: SGMIX (1.45) vs CWGCX (0.84). CWGCX was incepted earlier than SGMIX: CWGCX (24 years) vs SGMIX (18 years). CWGCX (1.49) and SGMIX (1.49) have similar cost to investors . SGMIX is a more actively managed with annual turnover of: 85.00 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 : 9.77 vs. SGMIX (3.10). CWGCX return over 5 years is better than : 40.49 vs. SGMIX (15.32).
| CWGCX | SGMIX | CWGCX / SGMIX | |
| Total Expense Ratio | 1.49 | 1.49 | 100% |
| Annual Report Gross Expense Ratio | 1.49 | 1.49 | 100% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 15.584 | 11.396 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 768M | 17,839% |
| Annual Yield % from dividends | 0.84 | 1.45 | 57% |
| Returns for 1 year | 9.77 | 3.10 | 315% |
| Returns for 3 years | 46.73 | 15.91 | 294% |
| Returns for 5 years | 40.49 | 15.32 | 264% |
| Returns for 10 years | 70.06 | 25.00 | 280% |
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