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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$67.30
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CWGCX vs SGMIX Comparison Chart
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CWGCX vs. SGMIX commentary
Nov 23, 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 StrongBuy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 126B vs. SGMIX (830M). 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 : 17.95 vs. SGMIX (13.77). CWGCX return over 5 years is better than : 37.99 vs. SGMIX (6.52).
| 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 | 13.584 | 15.197 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 830M | 15,181% |
| Annual Yield % from dividends | 1.04 | 1.44 | 72% |
| Returns for 1 year | 17.95 | 13.77 | 130% |
| Returns for 3 years | 4.55 | -2.81 | -162% |
| Returns for 5 years | 37.99 | 6.52 | 583% |
| Returns for 10 years | 46.44 | 17.87 | 260% |
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