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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$65.16
Change-$4.68 (-6.70%)
VolumeN/A
CapitalizationN/A
SGI Global Equity I
Price$39.61
Change-$0.12 (-0.30%)
VolumeN/A
CapitalizationN/A
CWIAX vs SGLIX Comparison Chart
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CWIAX vs. SGLIX commentary
Dec 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 130B vs. SGLIX (107M). 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). SGLIX annual gain was more profitable for investors over the last year : 12.82 vs. CWIAX (12.04). CWIAX return over 5 years is better than : 37.08 vs. SGLIX (24.59).
| 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 | 10.448 | 11.139 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 107M | 121,495% |
| Annual Yield % from dividends | 1.67 | 1.19 | 140% |
| Returns for 1 year | 12.04 | 12.82 | 94% |
| Returns for 3 years | 12.14 | 8.77 | 138% |
| Returns for 5 years | 37.08 | 24.59 | 151% |
| Returns for 10 years | 69.21 | 64.40 | 107% |
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