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RWBEX vs SGMIX
RWBEX vs SGMIX Comparison
Open Charts RWBEX vs SGMIX
American Funds Capital World Gr&Inc R2E
Price$67.89
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RWBEX vs SGMIX Comparison Chart
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RWBEX vs. SGMIX commentary
Nov 14, 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 RWBEX is a StrongSell and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. SGMIX (835M). SGMIX pays higher dividends than RWBEX: SGMIX (1.44) vs RWBEX (1.28). RWBEX was incepted earlier than SGMIX: RWBEX (10 years) vs SGMIX (17 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). RWBEX annual gain was more profitable for investors over the last year : 20.43 vs. SGMIX (14.61). RWBEX return over 5 years is better than : 39.12 vs. SGMIX (6.23).
| RWBEX | SGMIX | RWBEX / SGMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 14.308 | 15.090 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 835M | 15,329% |
| Annual Yield % from dividends | 1.28 | 1.44 | 89% |
| Returns for 1 year | 20.43 | 14.61 | 140% |
| Returns for 3 years | 3.78 | -3.62 | -105% |
| Returns for 5 years | 39.12 | 6.23 | 628% |
| Returns for 10 years | 50.31 | 18.87 | 267% |