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CWGFX vs SGLIX
CWGFX vs SGLIX Comparison
Open Charts CWGFX vs SGLIX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
SGI Global Equity I
Price$33.14
Change-$1.18 (-3.44%)
VolumeN/A
Net Assets87.42M
CWGFX vs SGLIX Comparison Chart in %
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CWGFX vs. SGLIX commentary
Feb 04, 2026
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 Buy and SGLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. SGLIX (87.4M). SGLIX pays higher dividends than CWGFX: SGLIX (1.94) vs CWGFX (1.41). CWGFX was incepted earlier than SGLIX: CWGFX (25 years) vs SGLIX (17 years). SGLIX (1.06) is less costly to investors than CWGFX (0.80). SGLIX is a more actively managed with annual turnover of: 184.00 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 : 16.18 vs. SGLIX (5.35). CWGFX return over 5 years is better than : 30.54 vs. SGLIX (2.31).
| CWGFX | SGLIX | CWGFX / SGLIX | |
| Total Expense Ratio | 0.80 | 0.84 | 95% |
| Annual Report Gross Expense Ratio | 0.80 | 1.06 | 75% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 4.924 | 5.710 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 87.4M | 162,471% |
| Annual Yield % from dividends | 1.41 | 1.94 | 73% |
| Returns for 1 year | 16.18 | 5.35 | 302% |
| Returns for 3 years | 43.02 | 3.03 | 1,418% |
| Returns for 5 years | 30.54 | 2.31 | 1,323% |
| Returns for 10 years | 99.82 | 80.40 | 124% |
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