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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$70.58
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets135.09B
SEI Global Managed Volatility I (SIMT)
Price$10.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets762.03M
CWGCX vs SGMIX Comparison Chart in %
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CWGCX vs. SGMIX commentary
Aug 08, 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: 135B vs. SGMIX (762M). 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 : 15.52 vs. SGMIX (7.70). CWGCX return over 5 years is better than : 42.47 vs. SGMIX (14.59).
| 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 | 13.022 | 10.164 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 762M | 17,717% |
| Annual Yield % from dividends | 0.84 | 1.45 | 57% |
| Returns for 1 year | 15.52 | 7.70 | 202% |
| Returns for 3 years | 40.04 | 13.41 | 299% |
| Returns for 5 years | 42.47 | 14.59 | 291% |
| Returns for 10 years | 54.64 | 16.98 | 322% |
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