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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$68.00
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CWGFX vs SGMIX Comparison Chart
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CWGFX vs. SGMIX commentary
Nov 23, 2024
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: 126B vs. SGMIX (830M). CWGFX pays higher dividends than SGMIX: CWGFX (1.64) vs SGMIX (1.44). CWGFX was incepted earlier than SGMIX: CWGFX (24 years) vs SGMIX (17 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 : 18.76 vs. SGMIX (13.77). CWGFX return over 5 years is better than : 40.63 vs. SGMIX (6.52).
| CWGFX | SGMIX | CWGFX / SGMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 14.275 | 15.197 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 830M | 15,181% |
| Annual Yield % from dividends | 1.64 | 1.44 | 114% |
| Returns for 1 year | 18.76 | 13.77 | 136% |
| Returns for 3 years | 6.04 | -2.81 | -215% |
| Returns for 5 years | 40.63 | 6.52 | 623% |
| Returns for 10 years | 49.63 | 17.87 | 278% |