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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$71.35
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets135.09B
SEI Global Managed Volatility I (SIMT)
Price$10.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets762.03M
CWGFX vs SGMIX Comparison Chart in %
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CWGFX vs. SGMIX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. SGMIX (762M). SGMIX (1.45) and CWGFX (1.42) 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). CWGFX annual gain was more profitable for investors over the last year : 16.37 vs. SGMIX (7.70). CWGFX return over 5 years is better than : 46.06 vs. SGMIX (14.59).
| 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 | 13.459 | 10.164 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 762M | 17,717% |
| Annual Yield % from dividends | 1.42 | 1.45 | 98% |
| Returns for 1 year | 16.37 | 7.70 | 213% |
| Returns for 3 years | 42.58 | 13.41 | 318% |
| Returns for 5 years | 46.06 | 14.59 | 316% |
| Returns for 10 years | 58.62 | 16.98 | 345% |
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