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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$77.12
Change-$1.06 (-1.36%)
VolumeN/A
Net Assets142.32B
SEI Global Managed Volatility I (SIMT)
Price$10.79
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets733.5M
CWGFX vs SGMIX Comparison Chart in %
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CWGFX vs. SGMIX commentary
Dec 14, 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 StrongBuy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. SGMIX (734M). SGMIX pays higher dividends than CWGFX: SGMIX (1.43) vs CWGFX (1.31). 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 : 14.10 vs. SGMIX (0.93). CWGFX return over 5 years is better than : 43.71 vs. SGMIX (13.48).
| CWGFX | SGMIX | CWGFX / SGMIX | |
| Total Expense Ratio | 0.80 | 1.26 | 63% |
| Annual Report Gross Expense Ratio | 0.80 | 1.49 | 54% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 24.632 | 10.883 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 734M | 19,346% |
| Annual Yield % from dividends | 1.31 | 1.43 | 92% |
| Returns for 1 year | 14.10 | 0.93 | 1,523% |
| Returns for 3 years | 54.58 | 12.72 | 429% |
| Returns for 5 years | 43.71 | 13.48 | 324% |
| Returns for 10 years | 91.21 | 24.08 | 379% |
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