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CWGFX vs SGLYX
CWGFX vs SGLYX Comparison
Open Charts CWGFX vs SGLYX
American Funds Capital World Gr&Inc F1
Price$74.88
Change+$0.24 (+0.32%)
VolumeN/A
Net Assets140.42B
SEI Global Managed Volatility Y (SIMT)
Price$11.33
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets767.6M
CWGFX vs SGLYX Comparison Chart in %
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CWGFX vs. SGLYX commentary
Sep 16, 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 SGLYX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. SGLYX (768M). SGLYX pays higher dividends than CWGFX: SGLYX (1.77) vs CWGFX (1.39). CWGFX was incepted earlier than SGLYX: CWGFX (25 years) vs SGLYX (11 years). SGLYX (0.99) is less costly to investors than CWGFX (0.80). SGLYX is a more actively managed with annual turnover of: 85.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than SGLYX: CWGFX (250) vs SGLYX (100000). CWGFX annual gain was more profitable for investors over the last year : 13.21 vs. SGLYX (3.91). CWGFX return over 5 years is better than : 49.93 vs. SGLYX (21.89).
| CWGFX | SGLYX | CWGFX / SGLYX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 0.99 | 81% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 18.690 | 12.265 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 768M | 18,229% |
| Annual Yield % from dividends | 1.39 | 1.77 | 79% |
| Returns for 1 year | 13.21 | 3.91 | 338% |
| Returns for 3 years | 58.28 | 23.07 | 253% |
| Returns for 5 years | 49.93 | 21.89 | 228% |
| Returns for 10 years | 80.39 | 33.58 | 239% |
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