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CWGCX vs SGMIX
CWGCX vs SGMIX Comparison
Open Charts CWGCX vs SGMIX
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
SEI Global Managed Volatility I (SIMT)
Price$10.28
Change-$0.58 (-5.34%)
VolumeN/A
Net Assets723.34M
CWGCX vs SGMIX Comparison Chart in %
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CWGCX vs. SGMIX commentary
Feb 04, 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 Buy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. SGMIX (723M). CWGCX pays higher dividends than SGMIX: CWGCX (0.84) 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: 78.00 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 : 15.29 vs. SGMIX (2.39). CWGCX return over 5 years is better than : 26.77 vs. SGMIX (5.93).
| 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 | 4.866 | 2.493 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 723M | 19,640% |
| Annual Yield % from dividends | 0.84 | 0.00 | 92,817% |
| Returns for 1 year | 15.29 | 2.39 | 640% |
| Returns for 3 years | 39.90 | 13.20 | 302% |
| Returns for 5 years | 26.77 | 5.93 | 451% |
| Returns for 10 years | 93.96 | 20.44 | 460% |
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