Interact to see
Advertisement
Advertisement
CWGFX vs SGLIX
CWGFX vs SGLIX Comparison
Open Charts CWGFX vs SGLIX
American Funds Capital World Gr&Inc F1
Price$74.64
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets139.3B
SGI Global Equity I
Price$34.21
Change-$0.13 (-0.38%)
VolumeN/A
Net Assets95.09M
CWGFX vs SGLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. SGLIX commentary
Sep 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 CWGFX is a StrongBuy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. SGLIX (95.1M). SGLIX pays higher dividends than CWGFX: SGLIX (1.62) vs CWGFX (1.39). CWGFX was incepted earlier than SGLIX: CWGFX (25 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 : 13.92 vs. SGLIX (-12.13). CWGFX return over 5 years is better than : 52.06 vs. SGLIX (13.06).
| CWGFX | SGLIX | CWGFX / SGLIX | |
| Total Expense Ratio | 0.80 | 0.84 | 95% |
| Annual Report Gross Expense Ratio | 0.80 | 1.00 | 80% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 18.690 | 9.297 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 95.1M | 146,162% |
| Annual Yield % from dividends | 1.39 | 1.62 | 86% |
| Returns for 1 year | 13.92 | -12.13 | -115% |
| Returns for 3 years | 56.15 | 7.18 | 782% |
| Returns for 5 years | 52.06 | 13.06 | 399% |
| Returns for 10 years | 78.80 | 29.46 | 268% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement