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FWGIX vs SGMIX
FWGIX vs SGMIX Comparison
Open Charts FWGIX vs SGMIX
American Funds Capital World Gr&Inc F3
Price$65.99
Change-$0.29 (-0.44%)
VolumeN/A
Net Assets128.43B
SEI Global Managed Volatility I (SIMT)
Price$10.19
Change-$0.05 (-0.49%)
VolumeN/A
Net Assets799.79M
FWGIX vs SGMIX Comparison Chart
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FWGIX vs. SGMIX commentary
Feb 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. SGMIX (800M). 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 : 7.45 vs. SGMIX (6.92). FWGIX return over 5 years is better than : 34.05 vs. SGMIX (0.48).
| 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 | 4.362 | 4.620 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 800M | 16,000% |
| Annual Yield % from dividends | 1.99 | 1.44 | 138% |
| Returns for 1 year | 7.45 | 6.92 | 108% |
| Returns for 3 years | 17.38 | 5.75 | 302% |
| Returns for 5 years | 34.05 | 0.48 | 7,130% |
| Returns for 10 years | N/A | 14.73 | - |
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