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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
SGI Global Equity I
Price$33.02
Change-$0.32 (-0.96%)
VolumeN/A
Net Assets94.08M
RWIFX vs SGLIX Comparison Chart
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RWIFX 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 RWIFX is a Buy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. SGLIX (94.1M). RWIFX pays higher dividends than SGLIX: RWIFX (1.80) vs SGLIX (1.63). 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 : 6.65 vs. SGLIX (-10.58). RWIFX return over 5 years is better than : 53.30 vs. SGLIX (17.78).
| 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 | 9.163 | 5.495 | 167% |
| 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 | 1.80 | 1.63 | 111% |
| Returns for 1 year | 6.65 | -10.58 | -63% |
| Returns for 3 years | 45.12 | 5.67 | 796% |
| Returns for 5 years | 53.30 | 17.78 | 300% |
| Returns for 10 years | 53.59 | 25.08 | 214% |
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