Ad is loading...
FWGIX vs SGMIX
FWGIX vs SGMIX Comparison
Open Charts FWGIX vs SGMIX
American Funds Capital World Gr&Inc F3
Price$60.70
Change+$3.91 (+6.89%)
VolumeN/A
Net Assets109.46B
SEI Global Managed Volatility I (SIMT)
Price$9.88
Change+$0.44 (+4.66%)
VolumeN/A
Net Assets719.15M
FWGIX vs SGMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. SGMIX commentary
Apr 10, 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 SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 109B vs. SGMIX (719M). FWGIX pays higher dividends than SGMIX: FWGIX (1.98) vs SGMIX (1.50). FWGIX was incepted earlier than SGMIX: FWGIX (8 years) vs SGMIX (18 years). SGMIX (1.49) is less costly to investors than FWGIX (0.41). SGMIX is a more actively managed with annual turnover of: 85.00 vs. FWGIX (27.00). SGMIX has a lower initial minimum investment than FWGIX: SGMIX (100000) vs FWGIX (1000000). SGMIX annual gain was more profitable for investors over the last year : -2.26 vs. FWGIX (-10.57). FWGIX return over 5 years is better than : 38.99 vs. SGMIX (10.65).
| FWGIX | SGMIX | FWGIX / SGMIX | |
| Total Expense Ratio | 0.41 | 1.49 | 28% |
| Annual Report Gross Expense Ratio | 0.41 | 1.49 | 28% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | -10.234 | -3.080 | 332% |
| 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 | 1.50 | 132% |
| Returns for 1 year | -10.57 | -2.26 | 467% |
| Returns for 3 years | 2.23 | -6.75 | -33% |
| Returns for 5 years | 38.99 | 10.65 | 366% |
| Returns for 10 years | N/A | 4.29 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers