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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
SEI Global Managed Volatility I (SIMT)
Price$10.28
Change-$0.58 (-5.34%)
VolumeN/A
Net Assets723.34M
RWIFX vs SGMIX Comparison Chart in %
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RWIFX vs. SGMIX commentary
Feb 05, 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 RWIFX is a Buy and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. SGMIX (723M). RWIFX pays higher dividends than SGMIX: RWIFX (1.70) vs SGMIX (0.00). RWIFX was incepted earlier than SGMIX: RWIFX (24 years) vs SGMIX (19 years). SGMIX (1.49) is less costly to investors than RWIFX (0.46). SGMIX is a more actively managed with annual turnover of: 78.00 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 : 16.61 vs. SGMIX (2.39). RWIFX return over 5 years is better than : 32.39 vs. SGMIX (5.93).
| RWIFX | SGMIX | RWIFX / SGMIX | |
| Total Expense Ratio | 0.46 | 1.26 | 37% |
| Annual Report Gross Expense Ratio | 0.46 | 1.49 | 31% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.964 | 2.493 | 199% |
| 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 | 1.70 | 0.00 | 188,826% |
| Returns for 1 year | 16.61 | 2.39 | 695% |
| Returns for 3 years | 44.56 | 13.20 | 337% |
| Returns for 5 years | 32.39 | 5.93 | 546% |
| Returns for 10 years | 102.75 | 20.44 | 503% |
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