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DODWX vs SGMIX
DODWX vs SGMIX Comparison
Open Charts DODWX vs SGMIX
Dodge & Cox Global Stock I
Price$15.44
Change-$0.18 (-1.15%)
VolumeN/A
Net Assets11.81B
SEI Global Managed Volatility I (SIMT)
Price$10.64
Change-$0.10 (-0.93%)
VolumeN/A
Net Assets789.86M
DODWX vs SGMIX Comparison Chart
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DODWX vs. SGMIX commentary
Jun 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 DODWX is a StrongBuy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. SGMIX (790M). DODWX pays higher dividends than SGMIX: DODWX (1.70) vs SGMIX (1.44). DODWX was incepted earlier than SGMIX: DODWX (17 years) vs SGMIX (18 years). SGMIX (1.49) is less costly to investors than DODWX (0.62). SGMIX is a more actively managed with annual turnover of: 85.00 vs. DODWX (27.00). DODWX has a lower initial minimum investment than SGMIX: DODWX (2500) vs SGMIX (100000). SGMIX annual gain was more profitable for investors over the last year : 8.61 vs. DODWX (0.33). DODWX return over 5 years is better than : 54.45 vs. SGMIX (21.88).
| DODWX | SGMIX | DODWX / SGMIX | |
| Total Expense Ratio | 0.62 | 1.49 | 42% |
| Annual Report Gross Expense Ratio | 0.62 | 1.49 | 42% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 12.619 | 9.240 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 790M | 1,494% |
| Annual Yield % from dividends | 1.70 | 1.44 | 118% |
| Returns for 1 year | 0.33 | 8.61 | 4% |
| Returns for 3 years | 19.78 | 18.31 | 108% |
| Returns for 5 years | 54.45 | 21.88 | 249% |
| Returns for 10 years | 36.07 | 19.03 | 189% |
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