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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
SEI Global Managed Volatility I (SIMT)
Price$10.19
Change-$0.05 (-0.49%)
VolumeN/A
Net Assets799.79M
CWGFX vs SGMIX Comparison Chart
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CWGFX vs. SGMIX commentary
Feb 25, 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 StrongBuy and SGMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. SGMIX (800M). CWGFX pays higher dividends than SGMIX: CWGFX (1.64) vs SGMIX (1.44). CWGFX was incepted earlier than SGMIX: CWGFX (24 years) vs SGMIX (18 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 (7.04) and SGMIX (6.92) have marching annual gain over last year. CWGFX return over 5 years is better than : 32.49 vs. SGMIX (0.48).
| CWGFX | SGMIX | CWGFX / SGMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 4.307 | 4.620 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 800M | 16,000% |
| Annual Yield % from dividends | 1.64 | 1.44 | 114% |
| Returns for 1 year | 7.04 | 6.92 | 102% |
| Returns for 3 years | 16.46 | 5.75 | 286% |
| Returns for 5 years | 32.49 | 0.48 | 6,804% |
| Returns for 10 years | 44.44 | 14.73 | 302% |
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