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SGMIX vs WGIFX
SGMIX vs WGIFX Comparison
Open Charts SGMIX vs WGIFX
SEI Global Managed Volatility I (SIMT)
Price$10.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets768.26M
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
SGMIX vs WGIFX Comparison Chart in %
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SGMIX vs. WGIFX commentary
Aug 18, 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 SGMIX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. SGMIX (768M). WGIFX pays higher dividends than SGMIX: WGIFX (1.67) vs SGMIX (1.45). SGMIX was incepted earlier than WGIFX: SGMIX (18 years) vs WGIFX (17 years). SGMIX (1.49) is less costly to investors than WGIFX (0.52). SGMIX is a more actively managed with annual turnover of: 85.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than SGMIX: WGIFX (250) vs SGMIX (100000). WGIFX annual gain was more profitable for investors over the last year : 11.69 vs. SGMIX (5.77). WGIFX return over 5 years is better than : 48.82 vs. SGMIX (15.65).
| SGMIX | WGIFX | SGMIX / WGIFX | |
| Total Expense Ratio | 1.49 | 0.52 | 287% |
| Annual Report Gross Expense Ratio | 1.49 | 0.52 | 287% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 11.396 | 15.635 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 768M | 137B | 1% |
| Annual Yield % from dividends | 1.45 | 1.67 | 87% |
| Returns for 1 year | 5.77 | 11.69 | 49% |
| Returns for 3 years | 11.85 | 42.11 | 28% |
| Returns for 5 years | 15.65 | 48.82 | 32% |
| Returns for 10 years | 19.34 | 65.73 | 29% |