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CWGFX vs SGLIX
CWGFX vs SGLIX Comparison
Open Charts CWGFX vs SGLIX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
SGI Global Equity I
Price$34.44
Change+$0.25 (+0.73%)
VolumeN/A
Net Assets94.78M
CWGFX vs SGLIX Comparison Chart in %
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CWGFX vs. SGLIX commentary
Oct 19, 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 Hold and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. SGLIX (94.8M). SGLIX pays higher dividends than CWGFX: SGLIX (1.58) vs CWGFX (1.35). 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 : 10.73 vs. SGLIX (-13.29). CWGFX return over 5 years is better than : 50.48 vs. SGLIX (10.56).
| 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 | 19.913 | 10.032 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 94.8M | 148,734% |
| Annual Yield % from dividends | 1.35 | 1.58 | 86% |
| Returns for 1 year | 10.73 | -13.29 | -81% |
| Returns for 3 years | 66.79 | 12.34 | 541% |
| Returns for 5 years | 50.48 | 10.56 | 478% |
| Returns for 10 years | 76.92 | 33.79 | 228% |
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