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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
SEI Global Managed Volatility I (SIMT)
Price$10.88
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets744.13M
CWGFX vs SGMIX Comparison Chart in %
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CWGFX 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 CWGFX is a Hold and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. SGMIX (744M). SGMIX (1.42) and CWGFX (1.35) have matching dividends . CWGFX was incepted earlier than SGMIX: CWGFX (25 years) vs SGMIX (18 years). SGMIX (1.49) is less costly to investors than CWGFX (0.80). SGMIX is a more actively managed with annual turnover of: 85.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than SGMIX: CWGFX (250) vs SGMIX (100000). CWGFX annual gain was more profitable for investors over the last year : 10.73 vs. SGMIX (1.58). CWGFX return over 5 years is better than : 50.48 vs. SGMIX (16.20).
| CWGFX | SGMIX | CWGFX / SGMIX | |
| Total Expense Ratio | 0.80 | 1.49 | 54% |
| Annual Report Gross Expense Ratio | 0.80 | 1.49 | 54% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 19.913 | 11.704 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 744M | 18,952% |
| Annual Yield % from dividends | 1.35 | 1.42 | 95% |
| Returns for 1 year | 10.73 | 1.58 | 679% |
| Returns for 3 years | 66.79 | 24.02 | 278% |
| Returns for 5 years | 50.48 | 16.20 | 312% |
| Returns for 10 years | 76.92 | 21.50 | 358% |
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