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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$69.96
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets134.14B
SEI Global Managed Volatility I (SIMT)
Price$10.71
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets779.88M
CWGCX vs SGMIX Comparison Chart in %
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CWGCX vs. SGMIX commentary
Jun 28, 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: 134B vs. SGMIX (780M). 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). CWGCX annual gain was more profitable for investors over the last year : 8.85 vs. SGMIX (7.95). CWGCX return over 5 years is better than : 52.54 vs. SGMIX (22.48).
| 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 | 12.029 | 9.446 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 780M | 17,179% |
| Annual Yield % from dividends | 0.87 | 1.44 | 60% |
| Returns for 1 year | 8.85 | 7.95 | 111% |
| Returns for 3 years | 44.25 | 15.93 | 278% |
| Returns for 5 years | 52.54 | 22.48 | 234% |
| Returns for 10 years | 56.16 | 20.35 | 276% |
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