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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$60.75
Change+$3.91 (+6.88%)
VolumeN/A
Net Assets109.46B
SEI Global Managed Volatility I (SIMT)
Price$9.88
Change+$0.44 (+4.66%)
VolumeN/A
Net Assets719.15M
RWIFX vs SGMIX Comparison Chart
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RWIFX vs. SGMIX commentary
Apr 10, 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: 109B vs. SGMIX (719M). RWIFX pays higher dividends than SGMIX: RWIFX (1.93) vs SGMIX (1.50). 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 : -2.26 vs. RWIFX (-10.59). RWIFX return over 5 years is better than : 38.79 vs. SGMIX (10.65).
| 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 | -10.236 | -3.080 | 332% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 719M | 15,160% |
| Annual Yield % from dividends | 1.93 | 1.50 | 128% |
| Returns for 1 year | -10.59 | -2.26 | 468% |
| Returns for 3 years | 2.13 | -6.75 | -32% |
| Returns for 5 years | 38.79 | 10.65 | 364% |
| Returns for 10 years | 24.94 | 4.29 | 581% |
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