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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$64.97
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
SEI Global Managed Volatility I (SIMT)
Price$10.42
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets777.12M
CWGFX vs SGMIX Comparison Chart
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CWGFX vs. SGMIX commentary
May 11, 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 Buy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. SGMIX (777M). CWGFX pays higher dividends than SGMIX: CWGFX (1.58) vs SGMIX (1.48). 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). SGMIX annual gain was more profitable for investors over the last year : 7.22 vs. CWGFX (2.15). CWGFX return over 5 years is better than : 50.78 vs. SGMIX (20.33).
| 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 | 2.807 | 7.187 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 777M | 16,088% |
| Annual Yield % from dividends | 1.58 | 1.48 | 106% |
| Returns for 1 year | 2.15 | 7.22 | 30% |
| Returns for 3 years | 30.30 | 10.02 | 302% |
| Returns for 5 years | 50.78 | 20.33 | 250% |
| Returns for 10 years | 41.62 | 16.48 | 253% |
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