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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$73.27
Change-$0.21 (-0.29%)
VolumeN/A
Net Assets142.37B
SEI Global Managed Volatility I (SIMT)
Price$10.16
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets712.13M
CWGCX vs SGMIX Comparison Chart in %
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CWGCX vs. SGMIX commentary
Jan 15, 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 CWGCX is a Hold and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. SGMIX (712M). CWGCX pays higher dividends than SGMIX: CWGCX (0.87) vs SGMIX (0.00). CWGCX was incepted earlier than SGMIX: CWGCX (25 years) vs SGMIX (19 years). CWGCX (1.49) and SGMIX (1.49) have similar cost to investors . SGMIX is a more actively managed with annual turnover of: 85.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than SGMIX: CWGCX (250) vs SGMIX (100000). CWGCX annual gain was more profitable for investors over the last year : 18.62 vs. SGMIX (4.77). CWGCX return over 5 years is better than : 26.30 vs. SGMIX (3.20).
| CWGCX | SGMIX | CWGCX / SGMIX | |
| Total Expense Ratio | 1.49 | 1.26 | 118% |
| Annual Report Gross Expense Ratio | 1.49 | 1.49 | 100% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 3.944 | 0.698 | 565% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 712M | 19,944% |
| Annual Yield % from dividends | 0.87 | 0.00 | 94,971% |
| Returns for 1 year | 18.62 | 4.77 | 390% |
| Returns for 3 years | 40.50 | 10.87 | 373% |
| Returns for 5 years | 26.30 | 3.20 | 821% |
| Returns for 10 years | 93.67 | 20.86 | 449% |
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