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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
SGI Global Equity I
Price$33.63
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets95.92M
RWIFX vs SGLIX Comparison Chart in %
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RWIFX vs. SGLIX commentary
Jul 07, 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 Buy and SGLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 136B vs. SGLIX (95.9M). RWIFX pays higher dividends than SGLIX: RWIFX (1.72) vs SGLIX (1.61). RWIFX was incepted earlier than SGLIX: RWIFX (23 years) vs SGLIX (16 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 : 9.68 vs. SGLIX (-10.03). RWIFX return over 5 years is better than : 54.61 vs. SGLIX (16.60).
| RWIFX | SGLIX | RWIFX / SGLIX | |
| Total Expense Ratio | 0.46 | 0.84 | 55% |
| Annual Report Gross Expense Ratio | 0.46 | 1.00 | 46% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 13.737 | 7.444 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 95.9M | 141,814% |
| Annual Yield % from dividends | 1.72 | 1.61 | 107% |
| Returns for 1 year | 9.68 | -10.03 | -97% |
| Returns for 3 years | 51.39 | 4.50 | 1,141% |
| Returns for 5 years | 54.61 | 16.60 | 329% |
| Returns for 10 years | 64.73 | 28.55 | 227% |
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