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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$66.33
Change+$0.46 (+0.70%)
VolumeN/A
Net Assets128.9B
SEI Global Managed Volatility I (SIMT)
Price$9.94
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets796.3M
CWGFX vs SGMIX Comparison Chart
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CWGFX vs. SGMIX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. SGMIX (796M). 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 annual gain was more profitable for investors over the last year : 11.87 vs. SGMIX (6.05). CWGFX return over 5 years is better than : 32.20 vs. SGMIX (-1.65).
| 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 | 4.654 | 1.951 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 796M | 16,206% |
| Annual Yield % from dividends | 1.64 | 1.44 | 114% |
| Returns for 1 year | 11.87 | 6.05 | 196% |
| Returns for 3 years | 15.26 | 2.27 | 672% |
| Returns for 5 years | 32.20 | -1.65 | -1,955% |
| Returns for 10 years | 48.65 | 13.66 | 356% |
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