Ad is loading...
CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$68.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CWGFX vs SGMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. SGMIX commentary
Nov 14, 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 CWGFX is a StrongSell and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. SGMIX (835M). CWGFX pays higher dividends than SGMIX: CWGFX (1.64) vs SGMIX (1.44). CWGFX was incepted earlier than SGMIX: CWGFX (24 years) vs SGMIX (17 years). SGMIX is a more actively managed with annual turnover of: 84.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than SGMIX: CWGFX (250) vs SGMIX (100000). CWGFX annual gain was more profitable for investors over the last year : 20.93 vs. SGMIX (14.61). CWGFX return over 5 years is better than : 40.67 vs. SGMIX (6.23).
| CWGFX | SGMIX | CWGFX / 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 | 14.714 | 15.090 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 835M | 15,329% |
| Annual Yield % from dividends | 1.64 | 1.44 | 114% |
| Returns for 1 year | 20.93 | 14.61 | 143% |
| Returns for 3 years | 4.63 | -3.62 | -128% |
| Returns for 5 years | 40.67 | 6.23 | 652% |
| Returns for 10 years | 52.51 | 18.87 | 278% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers