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FWGIX vs SGMIX
FWGIX vs SGMIX Comparison
Open Charts FWGIX vs SGMIX
American Funds Capital World Gr&Inc F3
Price$64.65
Change+$0.42 (+0.65%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.00
Change+$0.06 (+0.60%)
VolumeN/A
CapitalizationN/A
FWGIX vs SGMIX Comparison Chart
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FWGIX vs. SGMIX commentary
Dec 25, 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 FWGIX is a Buy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 126B vs. SGMIX (791M). FWGIX pays higher dividends than SGMIX: FWGIX (1.99) vs SGMIX (1.44). FWGIX was incepted earlier than SGMIX: FWGIX (8 years) vs SGMIX (18 years). SGMIX is a more actively managed with annual turnover of: 84.00 vs. FWGIX (27.00). SGMIX has a lower initial minimum investment than FWGIX: SGMIX (100000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 10.61 vs. SGMIX (7.05). FWGIX return over 5 years is better than : 31.52 vs. SGMIX (-1.21).
| FWGIX | SGMIX | FWGIX / SGMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 9.766 | 6.270 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 791M | 15,929% |
| Annual Yield % from dividends | 1.99 | 1.44 | 138% |
| Returns for 1 year | 10.61 | 7.05 | 150% |
| Returns for 3 years | 7.08 | -2.32 | -306% |
| Returns for 5 years | 31.52 | -1.21 | -2,605% |
| Returns for 10 years | N/A | 14.17 | - |
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