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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
SGI Global Equity I
Price$33.63
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets95.92M
CWIAX vs SGLIX Comparison Chart in %
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CWIAX vs. SGLIX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. SGLIX (95.9M). SGLIX pays higher dividends than CWIAX: SGLIX (1.61) vs CWIAX (1.46). 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 : 9.32 vs. SGLIX (-10.03). CWIAX return over 5 years is better than : 56.88 vs. SGLIX (16.60).
| 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 | 13.573 | 7.444 | 182% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 95.9M | 141,814% |
| Annual Yield % from dividends | 1.46 | 1.61 | 90% |
| Returns for 1 year | 9.32 | -10.03 | -93% |
| Returns for 3 years | 51.64 | 4.50 | 1,147% |
| Returns for 5 years | 56.88 | 16.60 | 343% |
| Returns for 10 years | 84.28 | 28.55 | 295% |
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