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RWBEX vs SGMIX
RWBEX vs SGMIX Comparison
Open Charts RWBEX vs SGMIX
American Funds Capital World Gr&Inc R2E
Price$60.46
Change+$3.89 (+6.88%)
VolumeN/A
Net Assets109.46B
SEI Global Managed Volatility I (SIMT)
Price$9.88
Change+$0.44 (+4.66%)
VolumeN/A
Net Assets719.15M
RWBEX vs SGMIX Comparison Chart
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RWBEX 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 RWBEX is a Buy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 109B vs. SGMIX (719M). SGMIX pays higher dividends than RWBEX: SGMIX (1.50) vs RWBEX (1.19). RWBEX was incepted earlier than SGMIX: RWBEX (11 years) vs SGMIX (18 years). SGMIX (1.49) is less costly to investors than RWBEX (1.21). SGMIX is a more actively managed with annual turnover of: 85.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than SGMIX: RWBEX (250) vs SGMIX (100000). SGMIX annual gain was more profitable for investors over the last year : -2.26 vs. RWBEX (-11.29). RWBEX return over 5 years is better than : 35.34 vs. SGMIX (10.65).
| RWBEX | SGMIX | RWBEX / SGMIX | |
| Total Expense Ratio | 1.21 | 1.49 | 81% |
| Annual Report Gross Expense Ratio | 1.21 | 1.49 | 81% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | -10.420 | -3.080 | 338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 719M | 15,160% |
| Annual Yield % from dividends | 1.19 | 1.50 | 79% |
| Returns for 1 year | -11.29 | -2.26 | 499% |
| Returns for 3 years | 0.38 | -6.75 | -6% |
| Returns for 5 years | 35.34 | 10.65 | 332% |
| Returns for 10 years | 21.52 | 4.29 | 502% |
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