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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$60.57
Change+$3.90 (+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
CWGFX vs SGMIX Comparison Chart
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CWGFX 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 CWGFX is a Buy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 109B vs. SGMIX (719M). CWGFX pays higher dividends than SGMIX: CWGFX (1.59) vs SGMIX (1.50). CWGFX was incepted earlier than SGMIX: CWGFX (24 years) vs SGMIX (18 years). SGMIX (1.49) is less costly to investors than CWGFX (0.80). SGMIX is a more actively managed with annual turnover of: 85.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than SGMIX: CWGFX (250) vs SGMIX (100000). SGMIX annual gain was more profitable for investors over the last year : -2.26 vs. CWGFX (-10.91). CWGFX return over 5 years is better than : 37.20 vs. SGMIX (10.65).
| CWGFX | SGMIX | CWGFX / SGMIX | |
| Total Expense Ratio | 0.80 | 1.49 | 54% |
| Annual Report Gross Expense Ratio | 0.80 | 1.49 | 54% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | -10.327 | -3.080 | 335% |
| 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 | 1.59 | 1.50 | 106% |
| Returns for 1 year | -10.91 | -2.26 | 482% |
| Returns for 3 years | 1.33 | -6.75 | -20% |
| Returns for 5 years | 37.20 | 10.65 | 349% |
| Returns for 10 years | 23.45 | 4.29 | 547% |
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