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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
SEI Global Managed Volatility I (SIMT)
Price$10.76
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets740.42M
RWIFX vs SGMIX Comparison Chart in %
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RWIFX vs. SGMIX commentary
Nov 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 RWIFX is a StrongBuy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. SGMIX (740M). RWIFX pays higher dividends than SGMIX: RWIFX (1.60) vs SGMIX (1.43). RWIFX was incepted earlier than SGMIX: RWIFX (24 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 : 15.39 vs. SGMIX (1.11). RWIFX return over 5 years is better than : 49.55 vs. SGMIX (14.13).
| RWIFX | SGMIX | RWIFX / SGMIX | |
| Total Expense Ratio | 0.46 | 1.49 | 31% |
| Annual Report Gross Expense Ratio | 0.46 | 1.49 | 31% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 23.740 | 10.780 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 740M | 19,459% |
| Annual Yield % from dividends | 1.60 | 1.43 | 112% |
| Returns for 1 year | 15.39 | 1.11 | 1,385% |
| Returns for 3 years | 57.49 | 16.42 | 350% |
| Returns for 5 years | 49.55 | 14.13 | 351% |
| Returns for 10 years | 88.26 | 22.60 | 391% |
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