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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
SGI Global Equity I
Price$33.67
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets94.89M
RWIFX vs SGLIX Comparison Chart in %
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RWIFX vs. SGLIX commentary
Sep 08, 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 Buy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. SGLIX (94.9M). RWIFX (1.69) and SGLIX (1.62) have matching dividends . RWIFX was incepted earlier than SGLIX: RWIFX (23 years) vs SGLIX (16 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 : 13.51 vs. SGLIX (-13.41). RWIFX return over 5 years is better than : 48.74 vs. SGLIX (10.16).
| 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 | 16 years | - |
| Gain YTD | 16.421 | 7.859 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 94.9M | 145,416% |
| Annual Yield % from dividends | 1.69 | 1.62 | 104% |
| Returns for 1 year | 13.51 | -13.41 | -101% |
| Returns for 3 years | 55.27 | 6.32 | 875% |
| Returns for 5 years | 48.74 | 10.16 | 480% |
| Returns for 10 years | 77.64 | 29.63 | 262% |
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