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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$67.33
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CWGCX vs SGMIX Comparison Chart
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CWGCX vs. SGMIX commentary
Nov 14, 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 StrongSell and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. SGMIX (835M). SGMIX pays higher dividends than CWGCX: SGMIX (1.44) vs CWGCX (1.04). CWGCX was incepted earlier than SGMIX: CWGCX (24 years) vs SGMIX (17 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 : 20.08 vs. SGMIX (14.61). CWGCX return over 5 years is better than : 38.03 vs. SGMIX (6.23).
| CWGCX | SGMIX | CWGCX / SGMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 14.024 | 15.090 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 835M | 15,329% |
| Annual Yield % from dividends | 1.04 | 1.44 | 72% |
| Returns for 1 year | 20.08 | 14.61 | 137% |
| Returns for 3 years | 3.14 | -3.62 | -87% |
| Returns for 5 years | 38.03 | 6.23 | 610% |
| Returns for 10 years | 49.25 | 18.87 | 261% |