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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$68.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
SEI Global Managed Volatility I (SIMT)
Price$10.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets789.88M
CWGFX vs SGMIX Comparison Chart
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CWGFX vs. SGMIX commentary
Jun 07, 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: 131B vs. SGMIX (790M). CWGFX (1.49) and SGMIX (1.44) have matching dividends . 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 : 8.57 vs. CWGFX (6.09). CWGFX return over 5 years is better than : 45.15 vs. SGMIX (17.80).
| 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 | 8.614 | 9.856 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 790M | 16,582% |
| Annual Yield % from dividends | 1.49 | 1.44 | 103% |
| Returns for 1 year | 6.09 | 8.57 | 71% |
| Returns for 3 years | 29.36 | 11.47 | 256% |
| Returns for 5 years | 45.15 | 17.80 | 254% |
| Returns for 10 years | 52.08 | 20.58 | 253% |
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