RWIFX
Price
$66.04
Change
-$0.29 (-0.44%)
Updated
Feb 24 closing price
Net Assets
128.43B
SGMIX
Price
$10.19
Change
-$0.05 (-0.49%)
Updated
Feb 21 closing price
Net Assets
799.79M
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RWIFX vs SGMIX

Header iconRWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIXBanner chart's image
American Funds Capital World Gr&Inc R5
Price$66.04
Change-$0.29 (-0.44%)
VolumeN/A
Net Assets128.43B
SEI Global Managed Volatility I (SIMT)
Price$10.19
Change-$0.05 (-0.49%)
VolumeN/A
Net Assets799.79M
RWIFX vs SGMIX Comparison Chart
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RWIFX vs. SGMIX commentary
Feb 25, 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 StrongBuy and SGMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. SGMIX (800M). 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 : 7.41 vs. SGMIX (6.92). RWIFX return over 5 years is better than : 33.89 vs. SGMIX (0.48).
RWIFXSGMIXRWIFX / SGMIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years18 years-
Gain YTD4.3584.62094%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets128B800M16,000%
Annual Yield % from dividends1.941.44135%
Returns for 1 year7.416.92107%
Returns for 3 years17.265.75300%
Returns for 5 years33.890.487,097%
Returns for 10 years46.0414.73313%
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