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RWBEX vs SGMIX
RWBEX vs SGMIX Comparison
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RWBEX vs SGMIX Comparison Chart in %
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RWBEX vs. SGMIX commentary
Aug 24, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 156B vs. SGMIX (716M). RWBEX pays higher dividends than SGMIX: RWBEX (0.95) vs SGMIX (0.00). RWBEX was incepted earlier than SGMIX: RWBEX (12 years) vs SGMIX (19 years). SGMIX (1.49) is less costly to investors than RWBEX (1.21). SGMIX is a more actively managed with annual turnover of: 78.00 vs. RWBEX (44.00). 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 : 16.65 vs. SGMIX (0.09). RWBEX return over 5 years is better than : 34.64 vs. SGMIX (-0.20).
| RWBEX | SGMIX | RWBEX / SGMIX | |
| Total Expense Ratio | 1.21 | 1.33 | 91% |
| Annual Report Gross Expense Ratio | 1.21 | 1.49 | 81% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 16.674 | 8.973 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 716M | 21,788% |
| Annual Yield % from dividends | 0.95 | 0.00 | 109,620% |
| Returns for 1 year | 16.65 | 0.09 | 18,177% |
| Returns for 3 years | 52.70 | 19.09 | 276% |
| Returns for 5 years | 34.64 | -0.20 | -17,542% |
| Returns for 10 years | 90.67 | 13.22 | 686% |
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