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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
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RWIFX vs SGMIX Comparison Chart in %
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RWIFX vs. SGMIX commentary
Aug 03, 2026
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: 158B vs. SGMIX (706M). RWIFX pays higher dividends than SGMIX: RWIFX (1.60) vs SGMIX (0.00). RWIFX was incepted earlier than SGMIX: RWIFX (24 years) vs SGMIX (19 years). SGMIX (1.49) is less costly to investors than RWIFX (0.46). SGMIX is a more actively managed with annual turnover of: 78.00 vs. RWIFX (44.00). 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 : 15.97 vs. SGMIX (0.85). RWIFX return over 5 years is better than : 34.86 vs. SGMIX (-0.29).
| RWIFX | SGMIX | RWIFX / SGMIX | |
| Total Expense Ratio | 0.46 | 1.33 | 35% |
| Annual Report Gross Expense Ratio | 0.46 | 1.49 | 31% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 14.215 | 6.879 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 706M | 22,380% |
| Annual Yield % from dividends | 1.60 | 0.00 | 183,433% |
| Returns for 1 year | 15.97 | 0.85 | 1,886% |
| Returns for 3 years | 45.49 | 13.69 | 332% |
| Returns for 5 years | 34.86 | -0.29 | -11,957% |
| Returns for 10 years | 96.90 | 10.66 | 909% |
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