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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$74.19
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
SGI Global Equity I
Price$32.27
Change+$0.23 (+0.72%)
VolumeN/A
Net Assets86.49M
RWIFX vs SGLIX Comparison Chart in %
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RWIFX vs. SGLIX commentary
Jan 15, 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 Hold and SGLIX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. SGLIX (86.5M). SGLIX pays higher dividends than RWIFX: SGLIX (2.03) vs RWIFX (1.78). 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 : 19.27 vs. SGLIX (5.51). RWIFX return over 5 years is better than : 33.00 vs. SGLIX (1.29).
| 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 | 3.748 | 2.935 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 86.5M | 164,162% |
| Annual Yield % from dividends | 1.78 | 2.03 | 88% |
| Returns for 1 year | 19.27 | 5.51 | 350% |
| Returns for 3 years | 44.85 | 1.62 | 2,766% |
| Returns for 5 years | 33.00 | 1.29 | 2,554% |
| Returns for 10 years | 102.06 | 56.80 | 180% |
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