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RWBEX vs SGMIX
RWBEX vs SGMIX Comparison
Open Charts RWBEX vs SGMIX
American Funds Capital World Gr&Inc R2E
Price$65.66
Change-$0.30 (-0.45%)
VolumeN/A
Net Assets128.43B
SEI Global Managed Volatility I (SIMT)
Price$10.19
Change-$0.05 (-0.49%)
VolumeN/A
Net Assets799.79M
RWBEX vs SGMIX Comparison Chart
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RWBEX 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 RWBEX is a StrongBuy and SGMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. SGMIX (800M). SGMIX pays higher dividends than RWBEX: SGMIX (1.44) vs RWBEX (1.28). RWBEX was incepted earlier than SGMIX: RWBEX (11 years) vs SGMIX (18 years). SGMIX is a more actively managed with annual turnover of: 84.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than SGMIX: RWBEX (250) vs SGMIX (100000). SGMIX (6.92) and RWBEX (6.59) have marching annual gain over last year. RWBEX return over 5 years is better than : 30.89 vs. SGMIX (0.48).
| RWBEX | SGMIX | RWBEX / SGMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 4.252 | 4.620 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 800M | 16,000% |
| Annual Yield % from dividends | 1.28 | 1.44 | 89% |
| Returns for 1 year | 6.59 | 6.92 | 95% |
| Returns for 3 years | 15.51 | 5.75 | 270% |
| Returns for 5 years | 30.89 | 0.48 | 6,469% |
| Returns for 10 years | 42.33 | 14.73 | 287% |
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