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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
SGI Global Equity I
Price$34.47
Change-$0.14 (-0.40%)
VolumeN/A
Net Assets88.29M
CWIAX vs SGLIX Comparison Chart in %
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CWIAX vs. SGLIX commentary
Nov 14, 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 StrongBuy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. SGLIX (88.3M). SGLIX pays higher dividends than CWIAX: SGLIX (1.60) vs CWIAX (1.36). 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 : 13.45 vs. SGLIX (-12.03). CWIAX return over 5 years is better than : 48.31 vs. SGLIX (9.50).
| 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 | 21.188 | 10.575 | 200% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 88.3M | 163,080% |
| Annual Yield % from dividends | 1.36 | 1.60 | 85% |
| Returns for 1 year | 13.45 | -12.03 | -112% |
| Returns for 3 years | 55.06 | 5.86 | 940% |
| Returns for 5 years | 48.31 | 9.50 | 508% |
| Returns for 10 years | 103.54 | 40.12 | 258% |
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