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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$72.33
Change-$0.33 (-0.45%)
VolumeN/A
Net Assets137.35B
SGI Global Equity I
Price$33.65
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets95.03M
CWIAX vs SGLIX Comparison Chart in %
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CWIAX vs. SGLIX 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 CWIAX is a StrongBuy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. SGLIX (95M). SGLIX pays higher dividends than CWIAX: SGLIX (1.65) vs CWIAX (1.46). CWIAX was incepted earlier than SGLIX: CWIAX (24 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 : 9.33 vs. SGLIX (-13.94). CWIAX return over 5 years is better than : 47.28 vs. SGLIX (10.07).
| CWIAX | SGLIX | CWIAX / SGLIX | |
| Total Expense Ratio | 0.78 | 0.84 | 93% |
| Annual Report Gross Expense Ratio | 0.78 | 1.00 | 78% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 15.262 | 7.508 | 203% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 95M | 144,211% |
| Annual Yield % from dividends | 1.46 | 1.65 | 89% |
| Returns for 1 year | 9.33 | -13.94 | -67% |
| Returns for 3 years | 49.05 | 1.18 | 4,164% |
| Returns for 5 years | 47.28 | 10.07 | 469% |
| Returns for 10 years | 94.64 | 36.18 | 262% |
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