RWIFX
Price
$73.25
Change
+$0.35 (+0.48%)
Updated
Aug 28 closing price
Net Assets
136.73B
SGMIX
Price
$10.84
Change
-$0.01 (-0.09%)
Updated
Aug 28 closing price
Net Assets
768.02M
Interact to see
Advertisement

RWIFX vs SGMIX

Header iconRWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIXBanner chart's image
American Funds Capital World Gr&Inc R5
Price$73.25
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
SEI Global Managed Volatility I (SIMT)
Price$10.84
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets768.02M
RWIFX vs SGMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
RWIFX vs. SGMIX commentary
Aug 29, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. SGMIX (768M). 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 : 10.96 vs. SGMIX (3.10). RWIFX return over 5 years is better than : 45.83 vs. SGMIX (15.32).
RWIFXSGMIXRWIFX / SGMIX
Total Expense Ratio0.461.4931%
Annual Report Gross Expense Ratio0.461.4931%
Fund Existence23 years18 years-
Gain YTD16.34211.396143%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B768M17,839%
Annual Yield % from dividends1.721.45119%
Returns for 1 year10.963.10354%
Returns for 3 years50.7115.91319%
Returns for 5 years45.8315.32299%
Returns for 10 years76.6425.00307%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
ZEPP37.960.59
+1.58%
Zepp Health Corporation
CLRO4.000.05
+1.27%
ClearOne Inc
ALVO8.050.02
+0.25%
Alvotech
BBY72.66-2.79
-3.70%
Best Buy Company
PLRX1.62-0.07
-4.14%
Pliant Therapeutics