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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
SGI Global Equity I
Price$33.14
Change-$1.18 (-3.44%)
VolumeN/A
Net Assets87.42M
CWIAX vs SGLIX Comparison Chart in %
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CWIAX 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 CWIAX is a Buy and SGLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. SGLIX (87.4M). SGLIX pays higher dividends than CWIAX: SGLIX (1.94) vs CWIAX (1.45). CWIAX was incepted earlier than SGLIX: CWIAX (24 years) vs SGLIX (17 years). SGLIX (1.06) is less costly to investors than CWIAX (0.78). SGLIX is a more actively managed with annual turnover of: 184.00 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 : 16.21 vs. SGLIX (5.35). CWIAX return over 5 years is better than : 33.28 vs. SGLIX (2.31).
| CWIAX | SGLIX | CWIAX / SGLIX | |
| Total Expense Ratio | 0.78 | 0.84 | 93% |
| Annual Report Gross Expense Ratio | 0.78 | 1.06 | 74% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 4.934 | 5.710 | 86% |
| Front Load | 4% | 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 | 1.45 | 1.94 | 75% |
| Returns for 1 year | 16.21 | 5.35 | 303% |
| Returns for 3 years | 43.10 | 3.03 | 1,420% |
| Returns for 5 years | 33.28 | 2.31 | 1,442% |
| Returns for 10 years | 124.19 | 80.40 | 154% |
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