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FWGIX vs SGLYX
FWGIX vs SGLYX Comparison
Open Charts FWGIX vs SGLYX
American Funds Capital World Gr&Inc F3
Price$60.70
Change+$3.91 (+6.89%)
VolumeN/A
Net Assets109.46B
SEI Global Managed Volatility Y (SIMT)
Price$10.26
Change+$0.45 (+4.59%)
VolumeN/A
Net Assets719.15M
FWGIX vs SGLYX Comparison Chart
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FWGIX vs. SGLYX commentary
Apr 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 FWGIX is a Buy and SGLYX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 109B vs. SGLYX (719M). FWGIX pays higher dividends than SGLYX: FWGIX (1.98) vs SGLYX (1.87). FWGIX was incepted earlier than SGLYX: FWGIX (8 years) vs SGLYX (10 years). SGLYX (0.99) is less costly to investors than FWGIX (0.41). SGLYX is a more actively managed with annual turnover of: 85.00 vs. FWGIX (27.00). SGLYX has a lower initial minimum investment than FWGIX: SGLYX (100000) vs FWGIX (1000000). SGLYX annual gain was more profitable for investors over the last year : -1.44 vs. FWGIX (-10.57). FWGIX return over 5 years is better than : 38.99 vs. SGLYX (14.50).
| FWGIX | SGLYX | FWGIX / SGLYX | |
| Total Expense Ratio | 0.41 | 0.99 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 0.99 | 41% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -10.234 | -2.967 | 345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 719M | 15,160% |
| Annual Yield % from dividends | 1.98 | 1.87 | 106% |
| Returns for 1 year | -10.57 | -1.44 | 736% |
| Returns for 3 years | 2.23 | -4.78 | -47% |
| Returns for 5 years | 38.99 | 14.50 | 269% |
| Returns for 10 years | N/A | 10.60 | - |
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