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RWIFX vs SGMIX
RWIFX vs SGMIX Comparison
Open Charts RWIFX vs SGMIX
American Funds Capital World Gr&Inc R5
Price$77.41
Change-$1.06 (-1.35%)
VolumeN/A
Net Assets142.32B
SEI Global Managed Volatility I (SIMT)
Price$10.79
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets733.5M
RWIFX vs SGMIX Comparison Chart in %
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RWIFX vs. SGMIX commentary
Dec 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: 142B vs. SGMIX (734M). RWIFX pays higher dividends than SGMIX: RWIFX (1.59) 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 : 14.50 vs. SGMIX (0.93). RWIFX return over 5 years is better than : 45.63 vs. SGMIX (13.48).
| 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 | 18 years | - |
| Gain YTD | 25.047 | 10.883 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 734M | 19,346% |
| Annual Yield % from dividends | 1.59 | 1.43 | 111% |
| Returns for 1 year | 14.50 | 0.93 | 1,567% |
| Returns for 3 years | 56.10 | 12.72 | 441% |
| Returns for 5 years | 45.63 | 13.48 | 339% |
| Returns for 10 years | 93.83 | 24.08 | 390% |
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