Interact to see
Advertisement
Advertisement
RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$74.19
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
SEI Global Managed Volatility I (SIMT)
Price$10.16
Change+$0.06 (+0.59%)
VolumeN/A
Net Assets712.13M
RWIFX vs SGMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX 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 RWIFX is a Hold and SGMIX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. SGMIX (712M). RWIFX pays higher dividends than SGMIX: RWIFX (1.78) 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: 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 : 19.98 vs. SGMIX (4.77). RWIFX return over 5 years is better than : 31.93 vs. SGMIX (3.20).
| 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 | 3.985 | 0.698 | 571% |
| 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 | 1.78 | 0.00 | 193,358% |
| Returns for 1 year | 19.98 | 4.77 | 419% |
| Returns for 3 years | 45.19 | 10.87 | 416% |
| Returns for 5 years | 31.93 | 3.20 | 996% |
| Returns for 10 years | 102.53 | 20.86 | 492% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EZPZ | 24.71 | 0.84 | +3.52% |
| Franklin Crypto Index ETF | |||
| ASGI | 21.45 | 0.07 | +0.33% |
| abrdn Global Infrastructure Income Fund | |||
| GLOF | 53.90 | -0.24 | -0.45% |
| iShares Global Equity Factor ETF | |||
| MOAT | 106.80 | -0.52 | -0.48% |
| VanEck Morningstar Wide Moat ETF | |||
| PCIG | 9.48 | -0.12 | -1.20% |
| Polen Capital International Growth ETF | |||