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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$74.91
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets139.3B
SGI Global Equity I
Price$34.21
Change-$0.13 (-0.38%)
VolumeN/A
Net Assets95.09M
RWIFX vs SGLIX Comparison Chart in %
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RWIFX vs. SGLIX commentary
Sep 15, 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 StrongBuy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 139B vs. SGLIX (95.1M). RWIFX (1.69) and SGLIX (1.62) have matching dividends . 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 : 14.32 vs. SGLIX (-12.13). RWIFX return over 5 years is better than : 53.96 vs. SGLIX (13.06).
| 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 | 18.978 | 9.297 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 95.1M | 146,162% |
| Annual Yield % from dividends | 1.69 | 1.62 | 104% |
| Returns for 1 year | 14.32 | -12.13 | -118% |
| Returns for 3 years | 57.67 | 7.18 | 803% |
| Returns for 5 years | 53.96 | 13.06 | 413% |
| Returns for 10 years | 81.09 | 29.46 | 275% |
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