FWGIX
Price
$68.20
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
SGMIX
Price
$10.83
Change
-$0.00 (-0.00%)
Updated
Nov 13 closing price
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FWGIX vs SGMIX

Header iconFWGIX vs SGMIX Comparison
Open Charts FWGIX vs SGMIXBanner chart's image
American Funds Capital World Gr&Inc F3
Price$68.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FWGIX vs SGMIX Comparison Chart
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FWGIX vs. SGMIX commentary
Nov 14, 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 StrongSell and SGMIX is a Buy.

FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. SGMIX (835M). FWGIX pays higher dividends than SGMIX: FWGIX (1.99) vs SGMIX (1.44). FWGIX was incepted earlier than SGMIX: FWGIX (8 years) vs SGMIX (17 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 : 21.41 vs. SGMIX (14.61). FWGIX return over 5 years is better than : 42.21 vs. SGMIX (6.23).
FWGIXSGMIXFWGIX / SGMIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence8 years17 years-
Gain YTD15.10315.090100%
Front LoadN/AN/A-
Min. Initial Investment10000001000001,000%
Min. Initial Investment IRAN/AN/A-
Net Assets128B835M15,329%
Annual Yield % from dividends1.991.44138%
Returns for 1 year21.4114.61147%
Returns for 3 years5.48-3.62-151%
Returns for 5 years42.216.23677%
Returns for 10 yearsN/A18.87-
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