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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$62.15
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
RWIFX vs SGLIX Comparison Chart
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RWIFX 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 RWIFX is a Buy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 118B vs. SGLIX (91.2M). RWIFX pays higher dividends than SGLIX: RWIFX (1.93) vs SGLIX (1.65). 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 : -1.15 vs. SGLIX (-12.82). RWIFX return over 5 years is better than : 48.26 vs. SGLIX (17.01).
| RWIFX | SGLIX | RWIFX / SGLIX | |
| Total Expense Ratio | 0.46 | 0.84 | 55% |
| Annual Report Gross Expense Ratio | 0.46 | 1.00 | 46% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -3.145 | 2.141 | -147% |
| Front Load | N/A | 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 | 1.93 | 1.65 | 117% |
| Returns for 1 year | -1.15 | -12.82 | 9% |
| Returns for 3 years | 15.61 | -7.23 | -216% |
| Returns for 5 years | 48.26 | 17.01 | 284% |
| Returns for 10 years | 33.30 | 23.41 | 142% |
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