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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$64.56
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets126.7B
SGI Global Equity I
Price$31.64
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets101.55M
CWIAX vs SGLIX Comparison Chart
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CWIAX vs. SGLIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 127B vs. SGLIX (102M). CWIAX pays higher dividends than SGLIX: CWIAX (1.67) vs SGLIX (1.19). CWIAX was incepted earlier than SGLIX: CWIAX (23 years) vs SGLIX (16 years). SGLIX is a more actively managed with annual turnover of: 96.00 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 : 10.91 vs. SGLIX (-10.15). CWIAX return over 5 years is better than : 32.16 vs. SGLIX (-2.24).
| CWIAX | SGLIX | CWIAX / SGLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 2.055 | 1.086 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 102M | 124,510% |
| Annual Yield % from dividends | 1.67 | 1.19 | 140% |
| Returns for 1 year | 10.91 | -10.15 | -107% |
| Returns for 3 years | 10.75 | -12.43 | -86% |
| Returns for 5 years | 32.16 | -2.24 | -1,433% |
| Returns for 10 years | 69.38 | 35.77 | 194% |
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