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CWGFX vs SGLIX
CWGFX vs SGLIX Comparison
Open Charts CWGFX vs SGLIX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
SGI Global Equity I
Price$32.46
Change-$0.34 (-1.04%)
VolumeN/A
Net Assets93.8M
CWGFX vs SGLIX Comparison Chart
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CWGFX 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 CWGFX is a Buy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. SGLIX (93.8M). 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 : 0.19 vs. SGLIX (-11.43). CWGFX return over 5 years is better than : 68.06 vs. SGLIX (30.97).
| 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 | 0.845 | 4.792 | 18% |
| 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 | 1.59 | 1.65 | 96% |
| Returns for 1 year | 0.19 | -11.43 | -2% |
| Returns for 3 years | 11.40 | -9.36 | -122% |
| Returns for 5 years | 68.06 | 30.97 | 220% |
| Returns for 10 years | 40.90 | 30.43 | 134% |
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