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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$68.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
SGI Global Equity I
Price$33.27
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets95.38M
RWIFX vs SGLIX Comparison Chart
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RWIFX vs. SGLIX commentary
Jun 06, 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: 131B vs. SGLIX (95.4M). RWIFX pays higher dividends than SGLIX: RWIFX (1.80) vs SGLIX (1.63). 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 : 6.46 vs. SGLIX (-10.38). RWIFX return over 5 years is better than : 46.84 vs. SGLIX (15.35).
| 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 | 8.778 | 6.262 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 95.4M | 137,317% |
| Annual Yield % from dividends | 1.80 | 1.63 | 111% |
| Returns for 1 year | 6.46 | -10.38 | -62% |
| Returns for 3 years | 30.39 | -2.19 | -1,386% |
| Returns for 5 years | 46.84 | 15.35 | 305% |
| Returns for 10 years | 53.92 | 28.75 | 188% |
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