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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
SGI Global Equity I
Price$32.46
Change-$0.34 (-1.04%)
VolumeN/A
Net Assets93.8M
RWIFX vs SGLIX Comparison Chart
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RWIFX vs. SGLIX commentary
Apr 04, 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: 123B vs. SGLIX (93.8M). 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 : 0.55 vs. SGLIX (-11.43). RWIFX return over 5 years is better than : 70.05 vs. SGLIX (30.97).
| 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 | 0.945 | 4.792 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 93.8M | 131,130% |
| Annual Yield % from dividends | 1.93 | 1.65 | 117% |
| Returns for 1 year | 0.55 | -11.43 | -5% |
| Returns for 3 years | 12.30 | -9.36 | -131% |
| Returns for 5 years | 70.05 | 30.97 | 226% |
| Returns for 10 years | 42.59 | 30.43 | 140% |
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