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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$65.99
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets130.16B
SGI Global Equity I
Price$32.59
Change-$0.10 (-0.31%)
VolumeN/A
Net Assets109.55M
CWIAX vs SGLIX Comparison Chart
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CWIAX vs. SGLIX commentary
Feb 23, 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: 130B vs. SGLIX (110M). 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 : 7.05 vs. SGLIX (-10.52). CWIAX return over 5 years is better than : 37.25 vs. SGLIX (1.36).
| 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 | 4.316 | 4.441 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 110M | 118,182% |
| Annual Yield % from dividends | 1.67 | 1.19 | 140% |
| Returns for 1 year | 7.05 | -10.52 | -67% |
| Returns for 3 years | 18.85 | -5.86 | -322% |
| Returns for 5 years | 37.25 | 1.36 | 2,747% |
| Returns for 10 years | 65.61 | 31.08 | 211% |