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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$74.84
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
RWIFX vs SGLIX Comparison Chart in %
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RWIFX 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 RWIFX is a Hold and SGLIX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. SGLIX (87.4M). SGLIX (1.60) and RWIFX (1.60) have matching dividends . RWIFX was incepted earlier than SGLIX: RWIFX (24 years) vs SGLIX (17 years). SGLIX (1.00) is less costly to investors than RWIFX (0.46). SGLIX is a more actively managed with annual turnover of: 102.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than SGLIX: RWIFX (250) vs SGLIX (1000000). RWIFX annual gain was more profitable for investors over the last year : 12.54 vs. SGLIX (-11.55). RWIFX return over 5 years is better than : 43.47 vs. SGLIX (9.01).
| RWIFX | SGLIX | RWIFX / SGLIX | |
| Total Expense Ratio | 0.46 | 0.84 | 55% |
| Annual Report Gross Expense Ratio | 0.46 | 1.00 | 46% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 19.262 | 9.712 | 198% |
| Front Load | N/A | 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 | 1.60 | 1.60 | 100% |
| Returns for 1 year | 12.54 | -11.55 | -109% |
| Returns for 3 years | 52.05 | 4.66 | 1,118% |
| Returns for 5 years | 43.47 | 9.01 | 483% |
| Returns for 10 years | 76.17 | 32.19 | 237% |
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