Ad is loading...
FWGIX vs SGMIX
FWGIX vs SGMIX Comparison
Open Charts FWGIX vs SGMIX
American Funds Capital World Gr&Inc F3
Price$66.49
Change+$0.47 (+0.71%)
VolumeN/A
Net Assets128.9B
SEI Global Managed Volatility I (SIMT)
Price$9.94
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets796.3M
FWGIX vs SGMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. SGMIX commentary
Jan 25, 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 StrongBuy and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 129B vs. SGMIX (796M). 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 : 12.33 vs. SGMIX (6.05). FWGIX return over 5 years is better than : 33.78 vs. SGMIX (-1.65).
| 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 | 4.692 | 1.951 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 796M | 16,206% |
| Annual Yield % from dividends | 1.99 | 1.44 | 138% |
| Returns for 1 year | 12.33 | 6.05 | 204% |
| Returns for 3 years | 16.19 | 2.27 | 713% |
| Returns for 5 years | 33.78 | -1.65 | -2,051% |
| Returns for 10 years | N/A | 13.66 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...