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CWGFX vs SGLIX
CWGFX vs SGLIX Comparison
Open Charts CWGFX vs SGLIX
American Funds Capital World Gr&Inc F1
Price$61.96
Change+$0.83 (+1.36%)
VolumeN/A
Net Assets117.94B
SGI Global Equity I
Price$32.05
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets91.15M
CWGFX vs SGLIX Comparison Chart
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CWGFX vs. SGLIX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 118B vs. SGLIX (91.2M). SGLIX (1.65) and CWGFX (1.59) have matching dividends . 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 : -1.52 vs. SGLIX (-12.82). CWGFX return over 5 years is better than : 46.51 vs. SGLIX (17.01).
| 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 | -3.269 | 2.141 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 91.2M | 129,386% |
| Annual Yield % from dividends | 1.59 | 1.65 | 96% |
| Returns for 1 year | -1.52 | -12.82 | 12% |
| Returns for 3 years | 14.67 | -7.23 | -203% |
| Returns for 5 years | 46.51 | 17.01 | 274% |
| Returns for 10 years | 31.67 | 23.41 | 135% |
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