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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$65.46
Change-$4.74 (-6.75%)
VolumeN/A
CapitalizationN/A
SGI Global Equity I
Price$39.61
Change-$0.12 (-0.30%)
VolumeN/A
CapitalizationN/A
RWIFX vs SGLIX Comparison Chart
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RWIFX vs. SGLIX commentary
Dec 18, 2024
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: 130B vs. SGLIX (107M). RWIFX pays higher dividends than SGLIX: RWIFX (1.94) vs SGLIX (1.19). RWIFX was incepted earlier than SGLIX: RWIFX (23 years) vs SGLIX (16 years). SGLIX is a more actively managed with annual turnover of: 96.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than SGLIX: RWIFX (250) vs SGLIX (1000000). SGLIX (12.82) and RWIFX (12.33) have marching annual gain over last year. RWIFX return over 5 years is better than : 33.65 vs. SGLIX (24.59).
| RWIFX | SGLIX | RWIFX / SGLIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 10.727 | 11.139 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 107M | 121,495% |
| Annual Yield % from dividends | 1.94 | 1.19 | 163% |
| Returns for 1 year | 12.33 | 12.82 | 96% |
| Returns for 3 years | 10.56 | 8.77 | 120% |
| Returns for 5 years | 33.65 | 24.59 | 137% |
| Returns for 10 years | 49.13 | 64.40 | 76% |