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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
SGI Global Equity I
Price$34.44
Change+$0.25 (+0.73%)
VolumeN/A
Net Assets94.78M
CWIAX vs SGLIX Comparison Chart in %
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CWIAX 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 CWIAX is a Hold and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. SGLIX (94.8M). SGLIX pays higher dividends than CWIAX: SGLIX (1.58) vs CWIAX (1.39). CWIAX was incepted earlier than SGLIX: CWIAX (24 years) vs SGLIX (17 years). SGLIX (1.00) is less costly to investors than CWIAX (0.78). SGLIX is a more actively managed with annual turnover of: 102.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than SGLIX: CWIAX (250) vs SGLIX (1000000). CWIAX annual gain was more profitable for investors over the last year : 10.77 vs. SGLIX (-13.29). CWIAX return over 5 years is better than : 54.01 vs. SGLIX (10.56).
| CWIAX | SGLIX | CWIAX / SGLIX | |
| Total Expense Ratio | 0.78 | 0.84 | 93% |
| Annual Report Gross Expense Ratio | 0.78 | 1.00 | 78% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 19.974 | 10.032 | 199% |
| Front Load | 4% | 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 | 1.39 | 1.58 | 88% |
| Returns for 1 year | 10.77 | -13.29 | -81% |
| Returns for 3 years | 67.94 | 12.34 | 551% |
| Returns for 5 years | 54.01 | 10.56 | 512% |
| Returns for 10 years | 99.76 | 33.79 | 295% |
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