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CWGFX vs SGLIX
CWGFX vs SGLIX Comparison
Open Charts CWGFX vs SGLIX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
SGI Global Equity I
Price$34.47
Change-$0.14 (-0.40%)
VolumeN/A
Net Assets88.29M
CWGFX vs SGLIX Comparison Chart in %
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CWGFX vs. SGLIX commentary
Nov 14, 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 CWGFX is a StrongBuy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. SGLIX (88.3M). SGLIX pays higher dividends than CWGFX: SGLIX (1.60) vs CWGFX (1.32). CWGFX was incepted earlier than SGLIX: CWGFX (25 years) vs SGLIX (17 years). SGLIX (1.00) is less costly to investors than CWGFX (0.80). SGLIX is a more actively managed with annual turnover of: 102.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than SGLIX: CWGFX (250) vs SGLIX (1000000). CWGFX annual gain was more profitable for investors over the last year : 14.99 vs. SGLIX (-12.03). CWGFX return over 5 years is better than : 47.60 vs. SGLIX (9.50).
| CWGFX | SGLIX | CWGFX / SGLIX | |
| Total Expense Ratio | 0.80 | 0.84 | 95% |
| Annual Report Gross Expense Ratio | 0.80 | 1.00 | 80% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 23.373 | 10.575 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 88.3M | 163,080% |
| Annual Yield % from dividends | 1.32 | 1.60 | 82% |
| Returns for 1 year | 14.99 | -12.03 | -125% |
| Returns for 3 years | 55.97 | 5.86 | 956% |
| Returns for 5 years | 47.60 | 9.50 | 501% |
| Returns for 10 years | 85.73 | 40.12 | 214% |