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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$61.85
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
SGI Global Equity I
Price$32.05
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets91.15M
CWIAX vs SGLIX Comparison Chart
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CWIAX vs. SGLIX commentary
Apr 24, 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: 118B vs. SGLIX (91.2M). SGLIX (1.65) and CWIAX (1.63) have matching dividends . 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 : -1.47 vs. SGLIX (-12.82). CWIAX return over 5 years is better than : 51.13 vs. SGLIX (17.01).
| CWIAX | SGLIX | CWIAX / SGLIX | |
| Total Expense Ratio | 0.78 | 0.84 | 93% |
| Annual Report Gross Expense Ratio | 0.78 | 1.00 | 78% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -3.233 | 2.141 | -151% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 91.2M | 129,386% |
| Annual Yield % from dividends | 1.63 | 1.65 | 99% |
| Returns for 1 year | -1.47 | -12.82 | 11% |
| Returns for 3 years | 16.65 | -7.23 | -230% |
| Returns for 5 years | 51.13 | 17.01 | 301% |
| Returns for 10 years | 50.50 | 23.41 | 216% |
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