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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
SEI Global Managed Volatility I (SIMT)
Price$10.88
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets737.77M
CWGCX vs SGMIX Comparison Chart in %
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CWGCX vs. SGMIX commentary
Oct 19, 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 CWGCX is a Hold and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. SGMIX (738M). SGMIX pays higher dividends than CWGCX: SGMIX (1.42) vs CWGCX (0.77). CWGCX was incepted earlier than SGMIX: CWGCX (25 years) vs SGMIX (18 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 : 9.93 vs. SGMIX (1.58). CWGCX return over 5 years is better than : 46.50 vs. SGMIX (16.20).
| CWGCX | SGMIX | CWGCX / SGMIX | |
| Total Expense Ratio | 1.49 | 1.49 | 100% |
| Annual Report Gross Expense Ratio | 1.49 | 1.49 | 100% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 19.298 | 11.704 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 738M | 19,106% |
| Annual Yield % from dividends | 0.77 | 1.42 | 54% |
| Returns for 1 year | 9.93 | 1.58 | 629% |
| Returns for 3 years | 63.56 | 24.02 | 265% |
| Returns for 5 years | 46.50 | 16.20 | 287% |
| Returns for 10 years | 72.19 | 21.50 | 336% |
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