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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
SGI Global Equity I
Price$33.14
Change-$1.18 (-3.44%)
VolumeN/A
Net Assets87.42M
RWIFX vs SGLIX Comparison Chart in %
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RWIFX vs. SGLIX commentary
Feb 04, 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 RWIFX is a Buy and SGLIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. SGLIX (87.4M). SGLIX pays higher dividends than RWIFX: SGLIX (1.94) vs RWIFX (1.70). RWIFX was incepted earlier than SGLIX: RWIFX (24 years) vs SGLIX (17 years). SGLIX (1.06) is less costly to investors than RWIFX (0.46). SGLIX is a more actively managed with annual turnover of: 184.00 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 : 16.61 vs. SGLIX (5.35). RWIFX return over 5 years is better than : 32.39 vs. SGLIX (2.31).
| RWIFX | SGLIX | RWIFX / SGLIX | |
| Total Expense Ratio | 0.46 | 0.84 | 55% |
| Annual Report Gross Expense Ratio | 0.46 | 1.06 | 43% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 4.964 | 5.710 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 87.4M | 162,471% |
| Annual Yield % from dividends | 1.70 | 1.94 | 88% |
| Returns for 1 year | 16.61 | 5.35 | 310% |
| Returns for 3 years | 44.56 | 3.03 | 1,469% |
| Returns for 5 years | 32.39 | 2.31 | 1,404% |
| Returns for 10 years | 102.75 | 80.40 | 128% |
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