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CWGFX vs SGLYX
CWGFX vs SGLYX Comparison
Open Charts CWGFX vs SGLYX
American Funds Capital World Gr&Inc F1
Price$64.97
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
SEI Global Managed Volatility Y (SIMT)
Price$10.83
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets777.82M
CWGFX vs SGLYX Comparison Chart
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CWGFX vs. SGLYX commentary
May 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: 125B vs. SGLYX (778M). SGLYX pays higher dividends than CWGFX: SGLYX (1.84) vs CWGFX (1.58). 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 : 7.86 vs. CWGFX (2.15). CWGFX return over 5 years is better than : 50.78 vs. SGLYX (24.23).
| 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 | 2.807 | 7.122 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 778M | 16,067% |
| Annual Yield % from dividends | 1.58 | 1.84 | 85% |
| Returns for 1 year | 2.15 | 7.86 | 27% |
| Returns for 3 years | 30.30 | 12.14 | 250% |
| Returns for 5 years | 50.78 | 24.23 | 210% |
| Returns for 10 years | 41.62 | 23.29 | 179% |
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