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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$73.70
Change-$0.67 (-0.90%)
VolumeN/A
Net Assets139.93B
SEI Global Managed Volatility I (SIMT)
Price$10.65
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets730.38M
CWGCX vs SGMIX Comparison Chart in %
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CWGCX vs. SGMIX commentary
Nov 20, 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 Hold and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 140B vs. SGMIX (730M). SGMIX pays higher dividends than CWGCX: SGMIX (1.43) vs CWGCX (0.75). 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 : 11.28 vs. SGMIX (1.20). CWGCX return over 5 years is better than : 37.57 vs. SGMIX (13.84).
| CWGCX | SGMIX | CWGCX / SGMIX | |
| Total Expense Ratio | 1.49 | 1.37 | 109% |
| Annual Report Gross Expense Ratio | 1.49 | 1.49 | 100% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 18.112 | 9.651 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 730M | 19,178% |
| Annual Yield % from dividends | 0.75 | 1.43 | 52% |
| Returns for 1 year | 11.28 | 1.20 | 941% |
| Returns for 3 years | 47.52 | 13.87 | 342% |
| Returns for 5 years | 37.57 | 13.84 | 271% |
| Returns for 10 years | 68.97 | 17.88 | 386% |
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