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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets138.65B
SEI Global Managed Volatility I (SIMT)
Price$10.65
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets730.38M
CWGFX vs SGMIX Comparison Chart in %
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CWGFX 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 CWGFX is a Hold and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. SGMIX (730M). SGMIX pays higher dividends than CWGFX: SGMIX (1.43) vs CWGFX (1.32). CWGFX was incepted earlier than SGMIX: CWGFX (25 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). CWGFX annual gain was more profitable for investors over the last year : 12.09 vs. SGMIX (1.20). CWGFX return over 5 years is better than : 41.29 vs. SGMIX (13.84).
| CWGFX | SGMIX | CWGFX / SGMIX | |
| Total Expense Ratio | 0.80 | 1.37 | 58% |
| Annual Report Gross Expense Ratio | 0.80 | 1.49 | 54% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 18.797 | 9.651 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 730M | 19,041% |
| Annual Yield % from dividends | 1.32 | 1.43 | 92% |
| Returns for 1 year | 12.09 | 1.20 | 1,008% |
| Returns for 3 years | 50.45 | 13.87 | 364% |
| Returns for 5 years | 41.29 | 13.84 | 298% |
| Returns for 10 years | 73.63 | 17.88 | 412% |
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