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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 23, 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 StrongBuy and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 156B vs. SGMIX (716M). 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 : 17.58 vs. SGMIX (0.09). RWIFX return over 5 years is better than : 38.85 vs. SGMIX (-0.20).
| 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 | 17.247 | 8.973 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 716M | 21,788% |
| Annual Yield % from dividends | 1.60 | 0.00 | 183,433% |
| Returns for 1 year | 17.58 | 0.09 | 19,193% |
| Returns for 3 years | 56.26 | 19.09 | 295% |
| Returns for 5 years | 38.85 | -0.20 | -19,674% |
| Returns for 10 years | 97.64 | 13.22 | 739% |
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