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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
SGI Global Equity I
Price$32.46
Change-$0.34 (-1.04%)
VolumeN/A
Net Assets93.8M
CWIAX vs SGLIX Comparison Chart
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CWIAX vs. SGLIX commentary
Apr 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 CWIAX is a Buy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 123B vs. SGLIX (93.8M). SGLIX (1.65) and CWIAX (1.63) have matching dividends . CWIAX was incepted earlier than SGLIX: CWIAX (23 years) vs SGLIX (16 years). SGLIX (1.00) is less costly to investors than CWIAX (0.78). SGLIX is a more actively managed with annual turnover of: 102.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than SGLIX: CWIAX (250) vs SGLIX (1000000). CWIAX annual gain was more profitable for investors over the last year : 0.21 vs. SGLIX (-11.43). CWIAX return over 5 years is better than : 73.36 vs. SGLIX (30.97).
| CWIAX | SGLIX | CWIAX / SGLIX | |
| Total Expense Ratio | 0.78 | 0.84 | 93% |
| Annual Report Gross Expense Ratio | 0.78 | 1.00 | 78% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 0.873 | 4.792 | 18% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 93.8M | 131,130% |
| Annual Yield % from dividends | 1.63 | 1.65 | 99% |
| Returns for 1 year | 0.21 | -11.43 | -2% |
| Returns for 3 years | 13.32 | -9.36 | -142% |
| Returns for 5 years | 73.36 | 30.97 | 237% |
| Returns for 10 years | 61.00 | 30.43 | 200% |
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