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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
SGI Global Equity I
Price$33.02
Change-$0.32 (-0.96%)
VolumeN/A
Net Assets94.08M
CWIAX vs SGLIX Comparison Chart
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CWIAX vs. SGLIX commentary
Jun 16, 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 Buy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. SGLIX (94.1M). SGLIX pays higher dividends than CWIAX: SGLIX (1.63) vs CWIAX (1.52). CWIAX was incepted earlier than SGLIX: CWIAX (23 years) vs SGLIX (16 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 : 6.31 vs. SGLIX (-10.58). CWIAX return over 5 years is better than : 56.31 vs. SGLIX (17.78).
| CWIAX | SGLIX | CWIAX / SGLIX | |
| Total Expense Ratio | 0.78 | 0.84 | 93% |
| Annual Report Gross Expense Ratio | 0.78 | 1.00 | 78% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 9.031 | 5.495 | 164% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 94.1M | 139,214% |
| Annual Yield % from dividends | 1.52 | 1.63 | 94% |
| Returns for 1 year | 6.31 | -10.58 | -60% |
| Returns for 3 years | 45.37 | 5.67 | 801% |
| Returns for 5 years | 56.31 | 17.78 | 317% |
| Returns for 10 years | 73.44 | 25.08 | 293% |
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