Interact to see
Advertisement
Advertisement
CWGFX vs SGLYX
CWGFX vs SGLYX Comparison
Open Charts CWGFX vs SGLYX
American Funds Capital World Gr&Inc F1
Price$71.59
Change-$0.25 (-0.35%)
VolumeN/A
Net Assets136.45B
SEI Global Managed Volatility Y (SIMT)
Price$11.17
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets770.25M
CWGFX vs SGLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. SGLYX commentary
Jul 31, 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: 136B vs. SGLYX (770M). SGLYX pays higher dividends than CWGFX: SGLYX (1.79) vs CWGFX (1.42). CWGFX was incepted earlier than SGLYX: CWGFX (24 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 : 12.04 vs. SGLYX (6.17). CWGFX return over 5 years is better than : 48.59 vs. SGLYX (19.97).
| CWGFX | SGLYX | CWGFX / SGLYX | |
| Total Expense Ratio | 0.80 | 0.99 | 81% |
| Annual Report Gross Expense Ratio | 0.80 | 0.99 | 81% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 14.238 | 10.287 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 770M | 17,662% |
| Annual Yield % from dividends | 1.42 | 1.79 | 80% |
| Returns for 1 year | 12.04 | 6.17 | 195% |
| Returns for 3 years | 44.23 | 14.91 | 297% |
| Returns for 5 years | 48.59 | 19.97 | 243% |
| Returns for 10 years | 60.18 | 24.18 | 249% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement