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CWIAX vs SGLIX
CWIAX vs SGLIX Comparison
Open Charts CWIAX vs SGLIX
American Funds Capital World Gr&Inc 529A
Price$73.79
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
SGI Global Equity I
Price$32.27
Change+$0.23 (+0.72%)
VolumeN/A
Net Assets86.49M
CWIAX vs SGLIX Comparison Chart in %
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CWIAX vs. SGLIX commentary
Jan 15, 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 Hold and SGLIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. SGLIX (86.5M). SGLIX pays higher dividends than CWIAX: SGLIX (2.03) vs CWIAX (1.52). 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 : 18.87 vs. SGLIX (5.51). CWIAX return over 5 years is better than : 33.89 vs. SGLIX (1.29).
| 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 | 3.725 | 2.935 | 127% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 86.5M | 164,162% |
| Annual Yield % from dividends | 1.52 | 2.03 | 75% |
| Returns for 1 year | 18.87 | 5.51 | 342% |
| Returns for 3 years | 43.38 | 1.62 | 2,675% |
| Returns for 5 years | 33.89 | 1.29 | 2,623% |
| Returns for 10 years | 123.34 | 56.80 | 217% |
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