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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$64.71
Change+$0.43 (+0.67%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.00
Change+$0.06 (+0.60%)
VolumeN/A
CapitalizationN/A
RWIFX vs SGMIX Comparison Chart
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RWIFX vs. SGMIX commentary
Dec 25, 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 RWIFX is a Buy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 126B vs. SGMIX (791M). RWIFX pays higher dividends than SGMIX: RWIFX (1.94) vs SGMIX (1.44). RWIFX was incepted earlier than SGMIX: RWIFX (23 years) vs SGMIX (18 years). SGMIX is a more actively managed with annual turnover of: 84.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than SGMIX: RWIFX (250) vs SGMIX (100000). RWIFX annual gain was more profitable for investors over the last year : 10.57 vs. SGMIX (7.05). RWIFX return over 5 years is better than : 31.37 vs. SGMIX (-1.21).
| RWIFX | SGMIX | RWIFX / SGMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 9.740 | 6.270 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 791M | 15,929% |
| Annual Yield % from dividends | 1.94 | 1.44 | 135% |
| Returns for 1 year | 10.57 | 7.05 | 150% |
| Returns for 3 years | 7.00 | -2.32 | -302% |
| Returns for 5 years | 31.37 | -1.21 | -2,592% |
| Returns for 10 years | 47.23 | 14.17 | 333% |
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