Ad is loading...
Ad is loading...
RWBEX vs SGMIX
RWBEX vs SGMIX Comparison
Open Charts RWBEX vs SGMIX
American Funds Capital World Gr&Inc R2E
Price$67.86
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RWBEX vs SGMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWBEX 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 RWBEX is a StrongBuy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 126B vs. SGMIX (830M). 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 : 18.29 vs. SGMIX (13.77). RWBEX return over 5 years is better than : 39.09 vs. SGMIX (6.52).
| 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 | 13.870 | 15.197 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 830M | 15,181% |
| Annual Yield % from dividends | 1.28 | 1.44 | 89% |
| Returns for 1 year | 18.29 | 13.77 | 133% |
| Returns for 3 years | 5.19 | -2.81 | -185% |
| Returns for 5 years | 39.09 | 6.52 | 599% |
| Returns for 10 years | 47.47 | 17.87 | 266% |
View a ticker or compare two or three
VS
VS
Ad is loading...