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FWGIX vs SGMIX
FWGIX vs SGMIX Comparison
Open Charts FWGIX vs SGMIX
American Funds Capital World Gr&Inc F3
Price$68.18
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FWGIX vs SGMIX Comparison Chart
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FWGIX vs. SGMIX commentary
Nov 23, 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 StrongBuy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 126B vs. SGMIX (830M). 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 : 19.24 vs. SGMIX (13.77). FWGIX return over 5 years is better than : 42.15 vs. SGMIX (6.52).
| FWGIX | SGMIX | FWGIX / SGMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 14.665 | 15.197 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 830M | 15,181% |
| Annual Yield % from dividends | 1.99 | 1.44 | 138% |
| Returns for 1 year | 19.24 | 13.77 | 140% |
| Returns for 3 years | 6.88 | -2.81 | -245% |
| Returns for 5 years | 42.15 | 6.52 | 646% |
| Returns for 10 years | N/A | 17.87 | - |