Ad is loading...
CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$64.28
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.77B
SEI Global Managed Volatility I (SIMT)
Price$10.42
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets777.12M
CWGCX vs SGMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. SGMIX commentary
May 11, 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 Buy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. SGMIX (777M). SGMIX pays higher dividends than CWGCX: SGMIX (1.48) vs CWGCX (0.92). 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). SGMIX annual gain was more profitable for investors over the last year : 7.22 vs. CWGCX (1.42). CWGCX return over 5 years is better than : 47.31 vs. SGMIX (20.33).
| 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 | 2.583 | 7.187 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 777M | 16,088% |
| Annual Yield % from dividends | 0.92 | 1.48 | 62% |
| Returns for 1 year | 1.42 | 7.22 | 20% |
| Returns for 3 years | 28.22 | 10.02 | 282% |
| Returns for 5 years | 47.31 | 20.33 | 233% |
| Returns for 10 years | 38.31 | 16.48 | 232% |
View a ticker or compare two or three
VS
VS
Ad is loading...