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RWIBX vs SGLYX
RWIBX vs SGLYX Comparison
Open Charts RWIBX vs SGLYX
American Funds Capital World Gr&Inc R2
Price$64.07
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
SEI Global Managed Volatility Y (SIMT)
Price$10.83
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets777.82M
RWIBX vs SGLYX Comparison Chart
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RWIBX vs. SGLYX commentary
May 11, 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 RWIBX is a Buy and SGLYX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. SGLYX (778M). SGLYX pays higher dividends than RWIBX: SGLYX (1.84) vs RWIBX (0.91). RWIBX was incepted earlier than SGLYX: RWIBX (23 years) vs SGLYX (10 years). RWIBX (1.51) is less costly to investors than SGLYX (0.99). SGLYX is a more actively managed with annual turnover of: 85.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than SGLYX: RWIBX (250) vs SGLYX (100000). SGLYX annual gain was more profitable for investors over the last year : 7.86 vs. RWIBX (1.36). RWIBX return over 5 years is better than : 47.10 vs. SGLYX (24.23).
| RWIBX | SGLYX | RWIBX / SGLYX | |
| Total Expense Ratio | 1.51 | 0.99 | 153% |
| Annual Report Gross Expense Ratio | 1.51 | 0.99 | 153% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 2.552 | 7.122 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 778M | 16,067% |
| Annual Yield % from dividends | 0.91 | 1.84 | 49% |
| Returns for 1 year | 1.36 | 7.86 | 17% |
| Returns for 3 years | 28.12 | 12.14 | 232% |
| Returns for 5 years | 47.10 | 24.23 | 194% |
| Returns for 10 years | 37.93 | 23.29 | 163% |
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