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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$70.67
Change+$0.38 (+0.54%)
VolumeN/A
Net Assets134.14B
SEI Global Managed Volatility I (SIMT)
Price$10.71
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets779.88M
CWGFX vs SGMIX Comparison Chart in %
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CWGFX vs. SGMIX commentary
Jun 28, 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: 134B vs. SGMIX (780M). 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). CWGFX annual gain was more profitable for investors over the last year : 9.64 vs. SGMIX (7.95). CWGFX return over 5 years is better than : 56.39 vs. SGMIX (22.48).
| 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 | 12.377 | 9.446 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 780M | 17,179% |
| Annual Yield % from dividends | 1.49 | 1.44 | 103% |
| Returns for 1 year | 9.64 | 7.95 | 121% |
| Returns for 3 years | 46.88 | 15.93 | 294% |
| Returns for 5 years | 56.39 | 22.48 | 251% |
| Returns for 10 years | 60.20 | 20.35 | 296% |
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