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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$71.54
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
SGI Global Equity I
Price$31.65
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets86M
CWIAX vs SGLIX Comparison Chart in %
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CWIAX vs. SGLIX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. SGLIX (86M). SGLIX pays higher dividends than CWIAX: SGLIX (1.56) vs CWIAX (1.35). 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: 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 : 12.26 vs. SGLIX (-0.09). CWIAX return over 5 years is better than : 33.62 vs. SGLIX (-2.21).
| 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 | 14.302 | 1.118 | 1,279% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 86M | 165,116% |
| Annual Yield % from dividends | 1.35 | 1.56 | 86% |
| Returns for 1 year | 12.26 | -0.09 | -12,948% |
| Returns for 3 years | 45.97 | 2.07 | 2,216% |
| Returns for 5 years | 33.62 | -2.21 | -1,520% |
| Returns for 10 years | 95.47 | 34.34 | 278% |
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