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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$74.84
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
SEI Global Managed Volatility I (SIMT)
Price$10.61
Change-$0.04 (-0.38%)
VolumeN/A
Net Assets728.48M
RWIFX vs SGMIX Comparison Chart in %
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RWIFX vs. SGMIX commentary
Nov 20, 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 Hold and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. SGMIX (728M). RWIFX pays higher dividends than SGMIX: RWIFX (1.60) vs SGMIX (1.43). RWIFX was incepted earlier than SGMIX: RWIFX (24 years) vs SGMIX (18 years). SGMIX (1.49) is less costly to investors than RWIFX (0.46). SGMIX is a more actively managed with annual turnover of: 85.00 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 : 12.54 vs. SGMIX (0.91). RWIFX return over 5 years is better than : 43.47 vs. SGMIX (13.63).
| RWIFX | SGMIX | RWIFX / SGMIX | |
| Total Expense Ratio | 0.46 | 1.37 | 34% |
| Annual Report Gross Expense Ratio | 0.46 | 1.49 | 31% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 19.262 | 9.343 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 728M | 19,093% |
| Annual Yield % from dividends | 1.60 | 1.43 | 112% |
| Returns for 1 year | 12.54 | 0.91 | 1,371% |
| Returns for 3 years | 52.05 | 13.55 | 384% |
| Returns for 5 years | 43.47 | 13.63 | 319% |
| Returns for 10 years | 76.17 | 17.55 | 434% |
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