Interact to see
Advertisement
Advertisement
RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
SGI Global Equity I
Price$34.44
Change+$0.25 (+0.73%)
VolumeN/A
Net Assets94.78M
RWIFX vs SGLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. SGLIX commentary
Oct 19, 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 RWIFX is a Hold and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. SGLIX (94.8M). RWIFX (1.64) and SGLIX (1.58) have matching dividends . RWIFX was incepted earlier than SGLIX: RWIFX (23 years) vs SGLIX (17 years). SGLIX (1.00) is less costly to investors than RWIFX (0.46). SGLIX is a more actively managed with annual turnover of: 102.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than SGLIX: RWIFX (250) vs SGLIX (1000000). RWIFX annual gain was more profitable for investors over the last year : 11.13 vs. SGLIX (-13.29). RWIFX return over 5 years is better than : 52.48 vs. SGLIX (10.56).
| RWIFX | SGLIX | RWIFX / SGLIX | |
| Total Expense Ratio | 0.46 | 0.84 | 55% |
| Annual Report Gross Expense Ratio | 0.46 | 1.00 | 46% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 20.250 | 10.032 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 94.8M | 148,734% |
| Annual Yield % from dividends | 1.64 | 1.58 | 104% |
| Returns for 1 year | 11.13 | -13.29 | -84% |
| Returns for 3 years | 68.41 | 12.34 | 554% |
| Returns for 5 years | 52.48 | 10.56 | 497% |
| Returns for 10 years | 79.35 | 33.79 | 235% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement