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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$74.45
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
SGI Global Equity I
Price$34.11
Change-$0.23 (-0.67%)
VolumeN/A
Net Assets87.37M
CWIAX vs SGLIX Comparison Chart in %
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CWIAX vs. SGLIX commentary
Nov 20, 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 Hold and SGLIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 139B vs. SGLIX (87.4M). SGLIX pays higher dividends than CWIAX: SGLIX (1.60) vs CWIAX (1.36). CWIAX was incepted earlier than SGLIX: CWIAX (24 years) vs SGLIX (17 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 : 12.18 vs. SGLIX (-11.55). CWIAX return over 5 years is better than : 44.89 vs. SGLIX (9.01).
| 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 | 17 years | - |
| Gain YTD | 18.952 | 9.712 | 195% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 87.4M | 159,039% |
| Annual Yield % from dividends | 1.36 | 1.60 | 85% |
| Returns for 1 year | 12.18 | -11.55 | -105% |
| Returns for 3 years | 51.61 | 4.66 | 1,108% |
| Returns for 5 years | 44.89 | 9.01 | 498% |
| Returns for 10 years | 96.19 | 32.19 | 299% |
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