Ad is loading...
CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
SEI Global Managed Volatility I (SIMT)
Price$10.19
Change-$0.05 (-0.49%)
VolumeN/A
Net Assets799.79M
CWGCX vs SGMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. SGMIX commentary
Feb 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. SGMIX (800M). 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). SGMIX annual gain was more profitable for investors over the last year : 6.92 vs. CWGCX (6.26). CWGCX return over 5 years is better than : 29.73 vs. SGMIX (0.48).
| 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 | 4.224 | 4.620 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 800M | 16,000% |
| Annual Yield % from dividends | 1.04 | 1.44 | 72% |
| Returns for 1 year | 6.26 | 6.92 | 90% |
| Returns for 3 years | 14.81 | 5.75 | 258% |
| Returns for 5 years | 29.73 | 0.48 | 6,227% |
| Returns for 10 years | 41.32 | 14.73 | 281% |
View a ticker or compare two or three
VS
VS
Ad is loading...