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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$59.96
Change+$3.86 (+6.88%)
VolumeN/A
Net Assets109.46B
SEI Global Managed Volatility I (SIMT)
Price$9.88
Change+$0.44 (+4.66%)
VolumeN/A
Net Assets719.15M
CWGCX vs SGMIX Comparison Chart
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CWGCX vs. SGMIX commentary
Apr 10, 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: 109B vs. SGMIX (719M). SGMIX pays higher dividends than CWGCX: SGMIX (1.50) vs CWGCX (0.93). 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 : -2.26 vs. CWGCX (-11.55). CWGCX return over 5 years is better than : 34.01 vs. SGMIX (10.65).
| 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 | -10.472 | -3.080 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 719M | 15,160% |
| Annual Yield % from dividends | 0.93 | 1.50 | 62% |
| Returns for 1 year | -11.55 | -2.26 | 511% |
| Returns for 3 years | -0.30 | -6.75 | 4% |
| Returns for 5 years | 34.01 | 10.65 | 319% |
| Returns for 10 years | 20.56 | 4.29 | 479% |
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