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CWGCX vs SGLYX
CWGCX vs SGLYX Comparison
Open Charts CWGCX vs SGLYX
American Funds Capital World Gr&Inc C
Price$62.57
Change+$0.22 (+0.35%)
VolumeN/A
Net Assets123.48B
SEI Global Managed Volatility Y (SIMT)
Price$10.05
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets775.74M
CWGCX vs SGLYX Comparison Chart
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CWGCX vs. SGLYX commentary
Jan 15, 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 StrongBuy and SGLYX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. SGLYX (776M). SGLYX pays higher dividends than CWGCX: SGLYX (1.83) vs CWGCX (1.04). CWGCX was incepted earlier than SGLYX: CWGCX (24 years) vs SGLYX (10 years). SGLYX is a more actively managed with annual turnover of: 84.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than SGLYX: CWGCX (250) vs SGLYX (100000). CWGCX annual gain was more profitable for investors over the last year : 6.15 vs. SGLYX (3.63). CWGCX return over 5 years is better than : 22.71 vs. SGLYX (-0.64).
| CWGCX | SGLYX | CWGCX / SGLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -0.622 | -1.088 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 776M | 15,851% |
| Annual Yield % from dividends | 1.04 | 1.83 | 57% |
| Returns for 1 year | 6.15 | 3.63 | 169% |
| Returns for 3 years | 2.51 | -2.07 | -121% |
| Returns for 5 years | 22.71 | -0.64 | -3,533% |
| Returns for 10 years | 41.30 | 18.88 | 219% |