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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.77B
SEI Global Managed Volatility I (SIMT)
Price$10.42
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets777.12M
RWIFX vs SGMIX Comparison Chart
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RWIFX vs. SGMIX commentary
May 11, 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: 125B vs. SGMIX (777M). RWIFX pays higher dividends than SGMIX: RWIFX (1.91) vs SGMIX (1.48). 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 : 7.22 vs. RWIFX (2.53). RWIFX return over 5 years is better than : 52.57 vs. SGMIX (20.33).
| 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 | 2.950 | 7.187 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 777M | 16,088% |
| Annual Yield % from dividends | 1.91 | 1.48 | 129% |
| Returns for 1 year | 2.53 | 7.22 | 35% |
| Returns for 3 years | 31.36 | 10.02 | 313% |
| Returns for 5 years | 52.57 | 20.33 | 259% |
| Returns for 10 years | 43.36 | 16.48 | 263% |
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