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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$68.22
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RWIFX vs SGMIX Comparison Chart
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RWIFX vs. SGMIX commentary
Nov 23, 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 StrongBuy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 126B vs. SGMIX (830M). RWIFX pays higher dividends than SGMIX: RWIFX (1.94) vs SGMIX (1.44). RWIFX was incepted earlier than SGMIX: RWIFX (23 years) vs SGMIX (17 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 : 19.18 vs. SGMIX (13.77). RWIFX return over 5 years is better than : 41.97 vs. SGMIX (6.52).
| RWIFX | SGMIX | RWIFX / SGMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 14.630 | 15.197 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 830M | 15,181% |
| Annual Yield % from dividends | 1.94 | 1.44 | 135% |
| Returns for 1 year | 19.18 | 13.77 | 139% |
| Returns for 3 years | 6.79 | -2.81 | -242% |
| Returns for 5 years | 41.97 | 6.52 | 644% |
| Returns for 10 years | 51.27 | 17.87 | 287% |