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CWGFX vs SGLYX
CWGFX vs SGLYX Comparison
Open Charts CWGFX vs SGLYX
American Funds Capital World Gr&Inc F1
Price$65.30
Change-$0.33 (-0.50%)
VolumeN/A
Net Assets127.38B
SEI Global Managed Volatility Y (SIMT)
Price$10.67
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets802.75M
CWGFX vs SGLYX Comparison Chart
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CWGFX vs. SGLYX commentary
Mar 04, 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: 127B vs. SGLYX (803M). 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). SGLYX annual gain was more profitable for investors over the last year : 8.28 vs. CWGFX (4.68). CWGFX return over 5 years is better than : 37.86 vs. SGLYX (10.59).
| 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 | 3.029 | 5.440 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 803M | 15,816% |
| Annual Yield % from dividends | 1.64 | 1.83 | 90% |
| Returns for 1 year | 4.68 | 8.28 | 56% |
| Returns for 3 years | 19.84 | 8.14 | 244% |
| Returns for 5 years | 37.86 | 10.59 | 358% |
| Returns for 10 years | 45.54 | 23.98 | 190% |