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RWIFX vs SGLYX
RWIFX vs SGLYX Comparison
Open Charts RWIFX vs SGLYX
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
SEI Global Managed Volatility Y (SIMT)
Price$10.83
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets777.82M
RWIFX vs SGLYX Comparison Chart
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RWIFX 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 RWIFX is a Buy and SGLYX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. SGLYX (778M). RWIFX (1.91) and SGLYX (1.84) have matching dividends . RWIFX was incepted earlier than SGLYX: RWIFX (23 years) vs SGLYX (10 years). SGLYX (0.99) is less costly to investors than RWIFX (0.46). SGLYX is a more actively managed with annual turnover of: 85.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than SGLYX: RWIFX (250) vs SGLYX (100000). SGLYX annual gain was more profitable for investors over the last year : 7.86 vs. RWIFX (2.53). RWIFX return over 5 years is better than : 52.57 vs. SGLYX (24.23).
| RWIFX | SGLYX | RWIFX / SGLYX | |
| Total Expense Ratio | 0.46 | 0.99 | 46% |
| Annual Report Gross Expense Ratio | 0.46 | 0.99 | 46% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 2.950 | 7.122 | 41% |
| 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 | 1.91 | 1.84 | 103% |
| Returns for 1 year | 2.53 | 7.86 | 32% |
| Returns for 3 years | 31.36 | 12.14 | 258% |
| Returns for 5 years | 52.57 | 24.23 | 217% |
| Returns for 10 years | 43.36 | 23.29 | 186% |
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