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RWBEX vs SGMIX
RWBEX vs SGMIX Comparison
Open Charts RWBEX vs SGMIX
American Funds Capital World Gr&Inc R2E
Price$64.42
Change+$0.43 (+0.67%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.00
Change+$0.06 (+0.60%)
VolumeN/A
CapitalizationN/A
RWBEX vs SGMIX Comparison Chart
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RWBEX vs. SGMIX commentary
Dec 25, 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 Buy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 126B vs. SGMIX (791M). SGMIX pays higher dividends than RWBEX: SGMIX (1.44) vs RWBEX (1.28). RWBEX was incepted earlier than SGMIX: RWBEX (10 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). RWBEX annual gain was more profitable for investors over the last year : 9.71 vs. SGMIX (7.05). RWBEX return over 5 years is better than : 28.42 vs. SGMIX (-1.21).
| RWBEX | SGMIX | RWBEX / SGMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 8.901 | 6.270 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 791M | 15,929% |
| Annual Yield % from dividends | 1.28 | 1.44 | 89% |
| Returns for 1 year | 9.71 | 7.05 | 138% |
| Returns for 3 years | 5.37 | -2.32 | -232% |
| Returns for 5 years | 28.42 | -1.21 | -2,349% |
| Returns for 10 years | 43.45 | 14.17 | 307% |
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