Interact to see
Advertisement
Advertisement
CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
CWIAX vs SGLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. SGLIX commentary
Aug 23, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. SGLIX (76.8M). SGLIX pays higher dividends than CWIAX: SGLIX (1.80) vs CWIAX (1.35). CWIAX was incepted earlier than SGLIX: CWIAX (25 years) vs SGLIX (17 years). SGLIX (1.06) is less costly to investors than CWIAX (0.75). SGLIX is a more actively managed with annual turnover of: 184.00 vs. CWIAX (44.00). 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 : 17.18 vs. SGLIX (11.48). CWIAX return over 5 years is better than : 39.81 vs. SGLIX (3.73).
| CWIAX | SGLIX | CWIAX / SGLIX | |
| Total Expense Ratio | 0.75 | 0.84 | 89% |
| Annual Report Gross Expense Ratio | 0.75 | 1.06 | 71% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 17.028 | 17.161 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 76.8M | 203,125% |
| Annual Yield % from dividends | 1.35 | 1.80 | 75% |
| Returns for 1 year | 17.18 | 11.48 | 150% |
| Returns for 3 years | 54.75 | 14.26 | 384% |
| Returns for 5 years | 39.81 | 3.73 | 1,067% |
| Returns for 10 years | 115.53 | 61.04 | 189% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement