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CWGFX vs SGLIX
CWGFX vs SGLIX Comparison
Open Charts CWGFX vs SGLIX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
SGI Global Equity I
Price$33.63
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets95.92M
CWGFX vs SGLIX Comparison Chart in %
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CWGFX vs. SGLIX commentary
Jul 07, 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 CWGFX is a Buy and SGLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. SGLIX (95.9M). SGLIX pays higher dividends than CWGFX: SGLIX (1.61) vs CWGFX (1.42). CWGFX was incepted earlier than SGLIX: CWGFX (24 years) vs SGLIX (16 years). SGLIX (1.00) is less costly to investors than CWGFX (0.80). SGLIX is a more actively managed with annual turnover of: 102.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than SGLIX: CWGFX (250) vs SGLIX (1000000). CWGFX annual gain was more profitable for investors over the last year : 9.29 vs. SGLIX (-10.03). CWGFX return over 5 years is better than : 52.71 vs. SGLIX (16.60).
| CWGFX | SGLIX | CWGFX / SGLIX | |
| Total Expense Ratio | 0.80 | 0.84 | 95% |
| Annual Report Gross Expense Ratio | 0.80 | 1.00 | 80% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 13.538 | 7.444 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 95.9M | 141,814% |
| Annual Yield % from dividends | 1.42 | 1.61 | 88% |
| Returns for 1 year | 9.29 | -10.03 | -93% |
| Returns for 3 years | 50.04 | 4.50 | 1,111% |
| Returns for 5 years | 52.71 | 16.60 | 318% |
| Returns for 10 years | 62.66 | 28.55 | 219% |