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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$71.58
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
SEI Global Managed Volatility I (SIMT)
Price$10.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets762.03M
RWIFX vs SGMIX Comparison Chart in %
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RWIFX vs. SGMIX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. SGMIX (762M). RWIFX pays higher dividends than SGMIX: RWIFX (1.72) vs SGMIX (1.45). RWIFX was incepted earlier than SGMIX: RWIFX (23 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 : 16.76 vs. SGMIX (7.70). RWIFX return over 5 years is better than : 47.88 vs. SGMIX (14.59).
| RWIFX | SGMIX | RWIFX / SGMIX | |
| Total Expense Ratio | 0.46 | 1.49 | 31% |
| Annual Report Gross Expense Ratio | 0.46 | 1.49 | 31% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 13.689 | 10.164 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 762M | 17,717% |
| Annual Yield % from dividends | 1.72 | 1.45 | 119% |
| Returns for 1 year | 16.76 | 7.70 | 218% |
| Returns for 3 years | 43.84 | 13.41 | 327% |
| Returns for 5 years | 47.88 | 14.59 | 328% |
| Returns for 10 years | 60.63 | 16.98 | 357% |
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