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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$75.35
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
SEI Global Managed Volatility I (SIMT)
Price$10.90
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets748.33M
CWGCX vs SGMIX Comparison Chart in %
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CWGCX vs. SGMIX commentary
Oct 09, 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: 142B vs. SGMIX (748M). SGMIX pays higher dividends than CWGCX: SGMIX (1.42) vs CWGCX (0.77). CWGCX was incepted earlier than SGMIX: CWGCX (25 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 : 11.91 vs. SGMIX (2.90). CWGCX return over 5 years is better than : 47.64 vs. SGMIX (15.97).
| CWGCX | SGMIX | CWGCX / SGMIX | |
| Total Expense Ratio | 1.49 | 1.49 | 100% |
| Annual Report Gross Expense Ratio | 1.49 | 1.49 | 100% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 20.756 | 11.807 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 748M | 18,984% |
| Annual Yield % from dividends | 0.77 | 1.42 | 54% |
| Returns for 1 year | 11.91 | 2.90 | 411% |
| Returns for 3 years | 66.77 | 27.07 | 247% |
| Returns for 5 years | 47.64 | 15.97 | 298% |
| Returns for 10 years | 74.73 | 22.94 | 326% |
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