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CWGFX vs SGLIX
CWGFX vs SGLIX Comparison
Open Charts CWGFX vs SGLIX
American Funds Capital World Gr&Inc F1
Price$68.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
SGI Global Equity I
Price$33.27
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets95.38M
CWGFX vs SGLIX Comparison Chart
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CWGFX vs. SGLIX commentary
Jun 06, 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: 131B vs. SGLIX (95.4M). SGLIX pays higher dividends than CWGFX: SGLIX (1.63) vs CWGFX (1.49). 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 : 6.09 vs. SGLIX (-10.38). CWGFX return over 5 years is better than : 45.15 vs. SGLIX (15.35).
| 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 | 8.614 | 6.262 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 95.4M | 137,317% |
| Annual Yield % from dividends | 1.49 | 1.63 | 91% |
| Returns for 1 year | 6.09 | -10.38 | -59% |
| Returns for 3 years | 29.36 | -2.19 | -1,339% |
| Returns for 5 years | 45.15 | 15.35 | 294% |
| Returns for 10 years | 52.08 | 28.75 | 181% |
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