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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$68.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.86B
SEI Global Managed Volatility I (SIMT)
Price$10.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets789.88M
RWIFX vs SGMIX Comparison Chart
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RWIFX vs. SGMIX commentary
Jun 07, 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 Buy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. SGMIX (790M). RWIFX pays higher dividends than SGMIX: RWIFX (1.80) vs SGMIX (1.44). 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). SGMIX annual gain was more profitable for investors over the last year : 8.57 vs. RWIFX (6.46). RWIFX return over 5 years is better than : 46.84 vs. SGMIX (17.80).
| 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 | 8.778 | 9.856 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 790M | 16,582% |
| Annual Yield % from dividends | 1.80 | 1.44 | 125% |
| Returns for 1 year | 6.46 | 8.57 | 75% |
| Returns for 3 years | 30.39 | 11.47 | 265% |
| Returns for 5 years | 46.84 | 17.80 | 263% |
| Returns for 10 years | 53.92 | 20.58 | 262% |
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