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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$70.88
Change+$0.39 (+0.55%)
VolumeN/A
Net Assets134.14B
SEI Global Managed Volatility I (SIMT)
Price$10.71
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets779.88M
RWIFX vs SGMIX Comparison Chart in %
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RWIFX vs. SGMIX commentary
Jun 28, 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: 134B vs. SGMIX (780M). 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). RWIFX annual gain was more profitable for investors over the last year : 10.03 vs. SGMIX (7.95). RWIFX return over 5 years is better than : 58.36 vs. SGMIX (22.48).
| 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 | 12.577 | 9.446 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 780M | 17,179% |
| Annual Yield % from dividends | 1.80 | 1.44 | 125% |
| Returns for 1 year | 10.03 | 7.95 | 126% |
| Returns for 3 years | 48.18 | 15.93 | 302% |
| Returns for 5 years | 58.36 | 22.48 | 260% |
| Returns for 10 years | 62.25 | 20.35 | 306% |
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