Interact to see
Advertisement
Advertisement
CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$67.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
SEI Global Managed Volatility I (SIMT)
Price$10.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets789.88M
CWGCX vs SGMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. SGMIX commentary
Jun 07, 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: 131B vs. SGMIX (790M). SGMIX pays higher dividends than CWGCX: SGMIX (1.44) vs CWGCX (0.87). 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 : 8.57 vs. CWGCX (5.34). CWGCX return over 5 years is better than : 41.80 vs. SGMIX (17.80).
| 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 | 8.328 | 9.856 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 790M | 16,582% |
| Annual Yield % from dividends | 0.87 | 1.44 | 60% |
| Returns for 1 year | 5.34 | 8.57 | 62% |
| Returns for 3 years | 27.29 | 11.47 | 238% |
| Returns for 5 years | 41.80 | 17.80 | 235% |
| Returns for 10 years | 48.54 | 20.58 | 236% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers