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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$68.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
SEI Global Managed Volatility I (SIMT)
Price$10.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RWIFX vs SGMIX Comparison Chart
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RWIFX vs. SGMIX commentary
Nov 14, 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 StrongSell and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. SGMIX (835M). 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 : 21.33 vs. SGMIX (14.61). RWIFX return over 5 years is better than : 42.01 vs. SGMIX (6.23).
| 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 | 15.051 | 15.090 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 835M | 15,329% |
| Annual Yield % from dividends | 1.94 | 1.44 | 135% |
| Returns for 1 year | 21.33 | 14.61 | 146% |
| Returns for 3 years | 5.37 | -3.62 | -148% |
| Returns for 5 years | 42.01 | 6.23 | 674% |
| Returns for 10 years | 54.18 | 18.87 | 287% |
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