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$71.91
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
SGI Global Equity I
Price$31.65
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets86M
RWIFX vs SGLIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RWIFX vs. SGLIX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. SGLIX (86M). RWIFX (1.59) and SGLIX (1.56) have matching dividends . RWIFX was incepted earlier than SGLIX: RWIFX (24 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: 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 : 12.56 vs. SGLIX (-0.09). RWIFX return over 5 years is better than : 32.63 vs. SGLIX (-2.21).
| RWIFX | SGLIX | RWIFX / SGLIX | |
| Total Expense Ratio | 0.46 | 0.84 | 55% |
| Annual Report Gross Expense Ratio | 0.46 | 1.00 | 46% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 14.593 | 1.118 | 1,305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 86M | 165,116% |
| Annual Yield % from dividends | 1.59 | 1.56 | 102% |
| Returns for 1 year | 12.56 | -0.09 | -13,259% |
| Returns for 3 years | 47.35 | 2.07 | 2,282% |
| Returns for 5 years | 32.63 | -2.21 | -1,475% |
| Returns for 10 years | 76.69 | 34.34 | 223% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement