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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$68.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
SGI Global Equity I
Price$33.27
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets95.38M
CWIAX vs SGLIX Comparison Chart
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CWIAX vs. SGLIX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. SGLIX (95.4M). SGLIX pays higher dividends than CWIAX: SGLIX (1.63) vs CWIAX (1.52). 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 : 6.12 vs. SGLIX (-10.38). CWIAX return over 5 years is better than : 49.68 vs. SGLIX (15.35).
| 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 | 8.642 | 6.262 | 138% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 95.4M | 137,317% |
| Annual Yield % from dividends | 1.52 | 1.63 | 94% |
| Returns for 1 year | 6.12 | -10.38 | -59% |
| Returns for 3 years | 31.59 | -2.19 | -1,441% |
| Returns for 5 years | 49.68 | 15.35 | 324% |
| Returns for 10 years | 73.80 | 28.75 | 257% |
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