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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$76.18
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
SGI Global Equity I
Price$34.55
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets96.2M
RWIFX vs SGLIX Comparison Chart in %
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RWIFX vs. SGLIX commentary
Oct 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: 142B vs. SGLIX (96.2M). RWIFX (1.64) and SGLIX (1.58) have matching dividends . RWIFX was incepted earlier than SGLIX: RWIFX (23 years) vs SGLIX (17 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 : 12.61 vs. SGLIX (-12.67). RWIFX return over 5 years is better than : 55.33 vs. SGLIX (12.21).
| 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 | 17 years | - |
| Gain YTD | 21.397 | 10.351 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 96.2M | 147,609% |
| Annual Yield % from dividends | 1.64 | 1.58 | 104% |
| Returns for 1 year | 12.61 | -12.67 | -100% |
| Returns for 3 years | 71.32 | 14.92 | 478% |
| Returns for 5 years | 55.33 | 12.21 | 453% |
| Returns for 10 years | 81.59 | 35.62 | 229% |
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