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CWGFX vs SGLYX
CWGFX vs SGLYX Comparison
Open Charts CWGFX vs SGLYX
American Funds Capital World Gr&Inc F1
Price$65.96
Change-$0.19 (-0.29%)
VolumeN/A
Net Assets129.06B
SEI Global Managed Volatility Y (SIMT)
Price$10.42
Change-$0.06 (-0.57%)
VolumeN/A
Net Assets805.59M
CWGFX vs SGLYX Comparison Chart
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CWGFX vs. SGLYX commentary
Feb 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. SGLYX (806M). SGLYX pays higher dividends than CWGFX: SGLYX (1.83) vs CWGFX (1.64). CWGFX was incepted earlier than SGLYX: CWGFX (24 years) vs SGLYX (10 years). SGLYX is a more actively managed with annual turnover of: 84.00 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 : 11.49 vs. SGLYX (7.25). CWGFX return over 5 years is better than : 35.83 vs. SGLYX (4.14).
| CWGFX | SGLYX | CWGFX / SGLYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 4.370 | 2.671 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 806M | 16,005% |
| Annual Yield % from dividends | 1.64 | 1.83 | 90% |
| Returns for 1 year | 11.49 | 7.25 | 159% |
| Returns for 3 years | 13.20 | 4.05 | 326% |
| Returns for 5 years | 35.83 | 4.14 | 865% |
| Returns for 10 years | 49.85 | 21.49 | 232% |
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