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CWGCX vs SGLIX
CWGCX vs SGLIX Comparison
Open Charts CWGCX vs SGLIX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
SGI Global Equity I
Price$32.46
Change-$0.34 (-1.04%)
VolumeN/A
Net Assets93.8M
CWGCX vs SGLIX Comparison Chart
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CWGCX vs. SGLIX commentary
Apr 04, 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 CWGCX is a Buy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. SGLIX (93.8M). SGLIX pays higher dividends than CWGCX: SGLIX (1.65) vs CWGCX (0.93). CWGCX was incepted earlier than SGLIX: CWGCX (24 years) vs SGLIX (16 years). CWGCX (1.49) is less costly to investors than SGLIX (1.00). SGLIX is a more actively managed with annual turnover of: 102.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than SGLIX: CWGCX (250) vs SGLIX (1000000). CWGCX annual gain was more profitable for investors over the last year : -0.53 vs. SGLIX (-11.43). CWGCX return over 5 years is better than : 64.18 vs. SGLIX (30.97).
| CWGCX | SGLIX | CWGCX / SGLIX | |
| Total Expense Ratio | 1.49 | 0.84 | 177% |
| Annual Report Gross Expense Ratio | 1.49 | 1.00 | 149% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 0.700 | 4.792 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 93.8M | 131,130% |
| Annual Yield % from dividends | 0.93 | 1.65 | 56% |
| Returns for 1 year | -0.53 | -11.43 | 5% |
| Returns for 3 years | 9.63 | -9.36 | -103% |
| Returns for 5 years | 64.18 | 30.97 | 207% |
| Returns for 10 years | 37.61 | 30.43 | 124% |
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