Ad is loading...
CWGFX vs SGLYX
CWGFX vs SGLYX Comparison
Open Charts CWGFX vs SGLYX
American Funds Capital World Gr&Inc F1
Price$60.57
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
SEI Global Managed Volatility Y (SIMT)
Price$10.26
Change+$0.45 (+4.59%)
VolumeN/A
Net Assets719.15M
CWGFX vs SGLYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. SGLYX commentary
Apr 11, 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: 109B vs. SGLYX (719M). SGLYX pays higher dividends than CWGFX: SGLYX (1.87) vs CWGFX (1.59). 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 : -1.44 vs. CWGFX (-10.91). CWGFX return over 5 years is better than : 37.20 vs. SGLYX (14.50).
| 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 | -10.327 | -2.967 | 348% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 719M | 15,160% |
| Annual Yield % from dividends | 1.59 | 1.87 | 85% |
| Returns for 1 year | -10.91 | -1.44 | 759% |
| Returns for 3 years | 1.33 | -4.78 | -28% |
| Returns for 5 years | 37.20 | 14.50 | 256% |
| Returns for 10 years | 23.45 | 10.60 | 221% |
View a ticker or compare two or three
VS
VS
Ad is loading...