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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$63.89
Change+$0.42 (+0.66%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.00
Change+$0.06 (+0.60%)
VolumeN/A
CapitalizationN/A
CWGCX vs SGMIX Comparison Chart
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CWGCX vs. SGMIX commentary
Dec 25, 2024
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 Buy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 126B vs. SGMIX (791M). 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 : 9.37 vs. SGMIX (7.05). CWGCX return over 5 years is better than : 27.27 vs. SGMIX (-1.21).
| 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 | 8.555 | 6.270 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 791M | 15,929% |
| Annual Yield % from dividends | 1.04 | 1.44 | 72% |
| Returns for 1 year | 9.37 | 7.05 | 133% |
| Returns for 3 years | 4.73 | -2.32 | -204% |
| Returns for 5 years | 27.27 | -1.21 | -2,254% |
| Returns for 10 years | 42.41 | 14.17 | 299% |
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