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CWGFX vs SGLYX
CWGFX vs SGLYX Comparison
Open Charts CWGFX vs SGLYX
American Funds Capital World Gr&Inc F1
Price$70.92
Change-$0.48 (-0.67%)
VolumeN/A
Net Assets135.98B
SEI Global Managed Volatility Y (SIMT)
Price$11.20
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets785.23M
CWGFX vs SGLYX Comparison Chart in %
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CWGFX vs. SGLYX commentary
Jul 08, 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: 136B vs. SGLYX (785M). 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). SGLYX annual gain was more profitable for investors over the last year : 9.70 vs. CWGFX (7.79). CWGFX return over 5 years is better than : 48.98 vs. SGLYX (24.88).
| 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 | 12.775 | 11.078 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 785M | 17,325% |
| Annual Yield % from dividends | 1.42 | 1.79 | 80% |
| Returns for 1 year | 7.79 | 9.70 | 80% |
| Returns for 3 years | 48.25 | 18.51 | 261% |
| Returns for 5 years | 48.98 | 24.88 | 197% |
| Returns for 10 years | 59.95 | 27.84 | 215% |
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