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RWIFX vs SGLIX
RWIFX vs SGLIX Comparison
Open Charts RWIFX vs SGLIX
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
SGI Global Equity I
Price$34.47
Change-$0.14 (-0.40%)
VolumeN/A
Net Assets88.29M
RWIFX vs SGLIX Comparison Chart in %
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RWIFX vs. SGLIX commentary
Nov 14, 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 StrongBuy and SGLIX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. SGLIX (88.3M). SGLIX (1.60) and RWIFX (1.60) 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: 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 : 15.39 vs. SGLIX (-12.03). RWIFX return over 5 years is better than : 49.55 vs. SGLIX (9.50).
| 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 | 23.740 | 10.575 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 88.3M | 163,080% |
| Annual Yield % from dividends | 1.60 | 1.60 | 100% |
| Returns for 1 year | 15.39 | -12.03 | -128% |
| Returns for 3 years | 57.49 | 5.86 | 982% |
| Returns for 5 years | 49.55 | 9.50 | 521% |
| Returns for 10 years | 88.26 | 40.12 | 220% |
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