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CWGFX vs SGLIX
CWGFX vs SGLIX Comparison
Open Charts CWGFX vs SGLIX
American Funds Capital World Gr&Inc F1
Price$71.59
Change-$0.25 (-0.35%)
VolumeN/A
Net Assets136.45B
SGI Global Equity I
Price$33.11
Change-$0.41 (-1.22%)
VolumeN/A
Net Assets95.29M
CWGFX vs SGLIX Comparison Chart in %
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CWGFX vs. SGLIX commentary
Jul 30, 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: 136B vs. SGLIX (95.3M). 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 : 12.04 vs. SGLIX (-12.01). CWGFX return over 5 years is better than : 48.59 vs. SGLIX (12.22).
| 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 | 14.238 | 7.093 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 95.3M | 142,707% |
| Annual Yield % from dividends | 1.42 | 1.61 | 88% |
| Returns for 1 year | 12.04 | -12.01 | -100% |
| Returns for 3 years | 44.23 | -0.17 | -25,398% |
| Returns for 5 years | 48.59 | 12.22 | 397% |
| Returns for 10 years | 60.18 | 23.14 | 260% |