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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$71.71
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
SGI Global Equity I
Price$33.11
Change-$0.41 (-1.22%)
VolumeN/A
Net Assets95.29M
CWIAX vs SGLIX Comparison Chart in %
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CWIAX vs. SGLIX commentary
Jul 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. SGLIX (95.3M). SGLIX pays higher dividends than CWIAX: SGLIX (1.61) vs CWIAX (1.46). 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 : 12.06 vs. SGLIX (-13.09). CWIAX return over 5 years is better than : 51.65 vs. SGLIX (10.85).
| 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 | 14.274 | 5.783 | 247% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 95.3M | 143,757% |
| Annual Yield % from dividends | 1.46 | 1.61 | 90% |
| Returns for 1 year | 12.06 | -13.09 | -92% |
| Returns for 3 years | 45.76 | -1.40 | -3,280% |
| Returns for 5 years | 51.65 | 10.85 | 476% |
| Returns for 10 years | 81.51 | 21.64 | 377% |
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