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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$74.51
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets139.3B
SGI Global Equity I
Price$34.21
Change-$0.13 (-0.38%)
VolumeN/A
Net Assets95.09M
CWIAX vs SGLIX Comparison Chart in %
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CWIAX vs. SGLIX commentary
Sep 15, 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: 139B vs. SGLIX (95.1M). SGLIX pays higher dividends than CWIAX: SGLIX (1.62) vs CWIAX (1.43). 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 : 13.94 vs. SGLIX (-12.13). CWIAX return over 5 years is better than : 56.21 vs. SGLIX (13.06).
| 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 | 18.736 | 9.297 | 202% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 95.1M | 146,162% |
| Annual Yield % from dividends | 1.43 | 1.62 | 88% |
| Returns for 1 year | 13.94 | -12.13 | -115% |
| Returns for 3 years | 57.23 | 7.18 | 797% |
| Returns for 5 years | 56.21 | 13.06 | 430% |
| Returns for 10 years | 102.59 | 29.46 | 348% |
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