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CWGFX vs SGLYX
CWGFX vs SGLYX Comparison
Open Charts CWGFX vs SGLYX
American Funds Capital World Gr&Inc F1
Price$72.46
Change-$0.32 (-0.44%)
VolumeN/A
Net Assets137.35B
SEI Global Managed Volatility Y (SIMT)
Price$11.30
Change-$0.09 (-0.79%)
VolumeN/A
Net Assets774.46M
CWGFX vs SGLYX Comparison Chart in %
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CWGFX vs. SGLYX commentary
Aug 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. SGLYX (774M). SGLYX pays higher dividends than CWGFX: SGLYX (1.81) 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). CWGFX annual gain was more profitable for investors over the last year : 9.30 vs. SGLYX (5.32). CWGFX return over 5 years is better than : 43.38 vs. SGLYX (19.92).
| 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 | 15.224 | 12.661 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 774M | 17,700% |
| Annual Yield % from dividends | 1.42 | 1.81 | 79% |
| Returns for 1 year | 9.30 | 5.32 | 175% |
| Returns for 3 years | 47.51 | 18.83 | 252% |
| Returns for 5 years | 43.38 | 19.92 | 218% |
| Returns for 10 years | 71.79 | 32.83 | 219% |
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