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CWICX vs SGLIX
CWICX vs SGLIX Comparison
Open Charts CWICX vs SGLIX
American Funds Capital World Gr&Inc 529C
Price$68.31
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
SGI Global Equity I
Price$33.02
Change-$0.32 (-0.96%)
VolumeN/A
Net Assets94.08M
CWICX vs SGLIX Comparison Chart
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CWICX vs. SGLIX commentary
Jun 16, 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 CWICX is a Buy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. SGLIX (94.1M). SGLIX pays higher dividends than CWICX: SGLIX (1.63) vs CWICX (0.82). CWICX was incepted earlier than SGLIX: CWICX (23 years) vs SGLIX (16 years). CWICX (1.53) is less costly to investors than SGLIX (1.00). SGLIX is a more actively managed with annual turnover of: 102.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than SGLIX: CWICX (250) vs SGLIX (1000000). CWICX annual gain was more profitable for investors over the last year : 5.51 vs. SGLIX (-10.58). CWICX return over 5 years is better than : 50.44 vs. SGLIX (17.78).
| CWICX | SGLIX | CWICX / SGLIX | |
| Total Expense Ratio | 1.53 | 0.84 | 182% |
| Annual Report Gross Expense Ratio | 1.53 | 1.00 | 153% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 8.650 | 5.495 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 94.1M | 139,214% |
| Annual Yield % from dividends | 0.82 | 1.63 | 50% |
| Returns for 1 year | 5.51 | -10.58 | -52% |
| Returns for 3 years | 42.05 | 5.67 | 742% |
| Returns for 5 years | 50.44 | 17.78 | 284% |
| Returns for 10 years | 60.69 | 25.08 | 242% |
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