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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$66.54
Change+$0.47 (+0.71%)
VolumeN/A
Net Assets128.9B
SEI Global Managed Volatility I (SIMT)
Price$9.94
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets796.3M
RWIFX vs SGMIX Comparison Chart
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RWIFX vs. SGMIX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 129B vs. SGMIX (796M). 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 : 12.26 vs. SGMIX (6.05). RWIFX return over 5 years is better than : 33.60 vs. SGMIX (-1.65).
| 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 | 4.688 | 1.951 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 796M | 16,206% |
| Annual Yield % from dividends | 1.94 | 1.44 | 135% |
| Returns for 1 year | 12.26 | 6.05 | 203% |
| Returns for 3 years | 16.08 | 2.27 | 708% |
| Returns for 5 years | 33.60 | -1.65 | -2,039% |
| Returns for 10 years | 50.30 | 13.66 | 368% |