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RWIEX vs SGLYX
RWIEX vs SGLYX Comparison
Open Charts RWIEX vs SGLYX
American Funds Capital World Gr&Inc R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
SEI Global Managed Volatility Y (SIMT)
Price$10.83
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets777.82M
RWIEX vs SGLYX Comparison Chart
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RWIEX 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 RWIEX is a Buy and SGLYX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. SGLYX (778M). SGLYX pays higher dividends than RWIEX: SGLYX (1.84) vs RWIEX (1.61). RWIEX was incepted earlier than SGLYX: RWIEX (23 years) vs SGLYX (10 years). SGLYX (0.99) is less costly to investors than RWIEX (0.76). SGLYX is a more actively managed with annual turnover of: 85.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than SGLYX: RWIEX (250) vs SGLYX (100000). SGLYX annual gain was more profitable for investors over the last year : 7.86 vs. RWIEX (2.20). RWIEX return over 5 years is better than : 50.99 vs. SGLYX (24.23).
| RWIEX | SGLYX | RWIEX / SGLYX | |
| Total Expense Ratio | 0.76 | 0.99 | 77% |
| Annual Report Gross Expense Ratio | 0.76 | 0.99 | 77% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 2.832 | 7.122 | 40% |
| 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 | 1.61 | 1.84 | 88% |
| Returns for 1 year | 2.20 | 7.86 | 28% |
| Returns for 3 years | 30.44 | 12.14 | 251% |
| Returns for 5 years | 50.99 | 24.23 | 210% |
| Returns for 10 years | 41.81 | 23.29 | 180% |
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