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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$72.07
Change-$0.46 (-0.63%)
VolumeN/A
Net Assets137.34B
SGI Global Equity I
Price$33.11
Change-$0.41 (-1.22%)
VolumeN/A
Net Assets95.29M
RWIFX vs SGLIX Comparison Chart in %
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RWIFX vs. SGLIX commentary
Jul 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. SGLIX (95.3M). RWIFX pays higher dividends than SGLIX: RWIFX (1.72) vs SGLIX (1.61). 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 : 12.43 vs. SGLIX (-13.09). RWIFX return over 5 years is better than : 49.47 vs. SGLIX (10.85).
| 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 | 14.467 | 5.783 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 95.3M | 143,757% |
| Annual Yield % from dividends | 1.72 | 1.61 | 107% |
| Returns for 1 year | 12.43 | -13.09 | -95% |
| Returns for 3 years | 45.52 | -1.40 | -3,263% |
| Returns for 5 years | 49.47 | 10.85 | 456% |
| Returns for 10 years | 62.24 | 21.64 | 288% |
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