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CWGFX vs SGMIX
CWGFX vs SGMIX Comparison
Open Charts CWGFX vs SGMIX
American Funds Capital World Gr&Inc F1
Price$74.11
Change-$0.21 (-0.28%)
VolumeN/A
Net Assets142.37B
SEI Global Managed Volatility I (SIMT)
Price$10.16
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets712.13M
CWGFX vs SGMIX Comparison Chart in %
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CWGFX vs. SGMIX commentary
Jan 15, 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 Hold and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. SGMIX (712M). CWGFX pays higher dividends than SGMIX: CWGFX (1.48) 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: 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 : 19.55 vs. SGMIX (4.77). CWGFX return over 5 years is better than : 30.07 vs. SGMIX (3.20).
| 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 | 3.970 | 0.698 | 569% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 712M | 19,944% |
| Annual Yield % from dividends | 1.48 | 0.00 | 160,799% |
| Returns for 1 year | 19.55 | 4.77 | 410% |
| Returns for 3 years | 43.65 | 10.87 | 402% |
| Returns for 5 years | 30.07 | 3.20 | 938% |
| Returns for 10 years | 99.55 | 20.86 | 477% |
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