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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$73.00
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
SEI Global Managed Volatility I (SIMT)
Price$10.84
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets768.02M
CWGFX vs SGMIX Comparison Chart in %
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CWGFX vs. SGMIX commentary
Aug 29, 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: 137B vs. SGMIX (768M). 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 : 10.59 vs. SGMIX (3.10). CWGFX return over 5 years is better than : 44.04 vs. SGMIX (15.32).
| 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 | 16.082 | 11.396 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 768M | 17,839% |
| Annual Yield % from dividends | 1.42 | 1.45 | 98% |
| Returns for 1 year | 10.59 | 3.10 | 342% |
| Returns for 3 years | 49.40 | 15.91 | 310% |
| Returns for 5 years | 44.04 | 15.32 | 288% |
| Returns for 10 years | 74.44 | 25.00 | 298% |
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