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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$75.46
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
RWIFX vs SGMIX Comparison Chart in %
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RWIFX 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 RWIFX is a Hold and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. SGMIX (744M). RWIFX pays higher dividends than SGMIX: RWIFX (1.64) vs SGMIX (1.42). RWIFX was incepted earlier than SGMIX: RWIFX (23 years) vs SGMIX (18 years). SGMIX (1.49) is less costly to investors than RWIFX (0.46). SGMIX is a more actively managed with annual turnover of: 85.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than SGMIX: RWIFX (250) vs SGMIX (100000). RWIFX annual gain was more profitable for investors over the last year : 11.13 vs. SGMIX (1.58). RWIFX return over 5 years is better than : 52.48 vs. SGMIX (16.20).
| RWIFX | SGMIX | RWIFX / SGMIX | |
| Total Expense Ratio | 0.46 | 1.49 | 31% |
| Annual Report Gross Expense Ratio | 0.46 | 1.49 | 31% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 20.250 | 11.704 | 173% |
| 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 | 1.64 | 1.42 | 116% |
| Returns for 1 year | 11.13 | 1.58 | 705% |
| Returns for 3 years | 68.41 | 24.02 | 285% |
| Returns for 5 years | 52.48 | 16.20 | 324% |
| Returns for 10 years | 79.35 | 21.50 | 369% |
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