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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
SEI Global Managed Volatility I (SIMT)
Price$10.28
Change-$0.58 (-5.34%)
VolumeN/A
Net Assets723.34M
CWGFX vs SGMIX Comparison Chart in %
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CWGFX 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 CWGFX is a Buy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. SGMIX (723M). CWGFX pays higher dividends than SGMIX: CWGFX (1.41) vs SGMIX (0.00). CWGFX was incepted earlier than SGMIX: CWGFX (25 years) vs SGMIX (19 years). SGMIX (1.49) is less costly to investors than CWGFX (0.80). SGMIX is a more actively managed with annual turnover of: 78.00 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 : 16.18 vs. SGMIX (2.39). CWGFX return over 5 years is better than : 30.54 vs. SGMIX (5.93).
| 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 | 19 years | - |
| Gain YTD | 4.924 | 2.493 | 198% |
| 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 | 1.41 | 0.00 | 157,068% |
| Returns for 1 year | 16.18 | 2.39 | 677% |
| Returns for 3 years | 43.02 | 13.20 | 326% |
| Returns for 5 years | 30.54 | 5.93 | 515% |
| Returns for 10 years | 99.82 | 20.44 | 488% |
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