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CWGFX vs SGLYX
CWGFX vs SGLYX Comparison
Open Charts CWGFX vs SGLYX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
SEI Global Managed Volatility Y (SIMT)
Price$11.16
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets789.88M
CWGFX vs SGLYX Comparison Chart
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CWGFX vs. SGLYX commentary
Jun 07, 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 SGLYX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. SGLYX (790M). SGLYX pays higher dividends than CWGFX: SGLYX (1.80) vs CWGFX (1.49). CWGFX was incepted earlier than SGLYX: CWGFX (24 years) vs SGLYX (10 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). SGLYX annual gain was more profitable for investors over the last year : 9.36 vs. CWGFX (6.31). CWGFX return over 5 years is better than : 45.68 vs. SGLYX (21.86).
| 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 | 10 years | - |
| Gain YTD | 9.010 | 9.990 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 790M | 16,582% |
| Annual Yield % from dividends | 1.49 | 1.80 | 83% |
| Returns for 1 year | 6.31 | 9.36 | 67% |
| Returns for 3 years | 28.90 | 13.33 | 217% |
| Returns for 5 years | 45.68 | 21.86 | 209% |
| Returns for 10 years | 52.89 | 27.83 | 190% |
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