BSGLX vs. CWGIX
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and American Funds Capital World Growth and Income Fund Class A (CWGIX).
BSGLX is managed by Baillie Gifford Funds. CWGIX is managed by American Funds. It was launched on Mar 26, 1993.
Performance
BSGLX vs. CWGIX - Performance Comparison
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BSGLX vs. CWGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | -19.24% | 16.26% | 24.92% | 36.43% | -46.11% | 2.37% | 101.90% | 33.40% | -1.42% | 24.21% |
CWGIX American Funds Capital World Growth and Income Fund Class A | -4.19% | 24.68% | 13.85% | 20.55% | -17.32% | 14.74% | 15.31% | 25.32% | -10.60% | 13.74% |
Returns By Period
In the year-to-date period, BSGLX achieves a -19.24% return, which is significantly lower than CWGIX's -4.19% return.
BSGLX
- 1D
- -0.93%
- 1M
- -9.96%
- YTD
- -19.24%
- 6M
- -24.40%
- 1Y
- -0.45%
- 3Y*
- 10.41%
- 5Y*
- -2.06%
- 10Y*
- —
CWGIX
- 1D
- -0.47%
- 1M
- -9.84%
- YTD
- -4.19%
- 6M
- -0.07%
- 1Y
- 19.60%
- 3Y*
- 15.56%
- 5Y*
- 8.31%
- 10Y*
- 10.27%
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BSGLX vs. CWGIX - Expense Ratio Comparison
BSGLX has a 0.80% expense ratio, which is higher than CWGIX's 0.75% expense ratio.
Return for Risk
BSGLX vs. CWGIX — Risk / Return Rank
BSGLX
CWGIX
BSGLX vs. CWGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and American Funds Capital World Growth and Income Fund Class A (CWGIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BSGLX | CWGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.07 | 1.23 | -1.30 |
Sortino ratioReturn per unit of downside risk | 0.08 | 1.78 | -1.70 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.25 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | -0.17 | 1.57 | -1.74 |
Martin ratioReturn relative to average drawdown | -0.50 | 6.75 | -7.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSGLX | CWGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | 1.23 | -1.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.56 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.65 | -0.20 |
Correlation
The correlation between BSGLX and CWGIX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSGLX vs. CWGIX - Dividend Comparison
BSGLX has not paid dividends to shareholders, while CWGIX's dividend yield for the trailing twelve months is around 11.03%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 3.85% | 5.17% | 8.40% | 0.15% | 10.07% | 0.00% | 0.00% | 0.00% |
CWGIX American Funds Capital World Growth and Income Fund Class A | 11.03% | 10.54% | 7.88% | 3.20% | 2.09% | 6.82% | 1.23% | 2.44% | 7.00% | 6.63% | 4.96% | 3.78% |
Drawdowns
BSGLX vs. CWGIX - Drawdown Comparison
The maximum BSGLX drawdown since its inception was -56.23%, roughly equal to the maximum CWGIX drawdown of -54.47%. Use the drawdown chart below to compare losses from any high point for BSGLX and CWGIX.
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Drawdown Indicators
| BSGLX | CWGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.23% | -54.47% | -1.76% |
Max Drawdown (1Y)Largest decline over 1 year | -25.69% | -11.08% | -14.61% |
Max Drawdown (5Y)Largest decline over 5 years | -56.21% | -27.18% | -29.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.00% | — |
Current DrawdownCurrent decline from peak | -25.69% | -10.52% | -15.17% |
Average DrawdownAverage peak-to-trough decline | -17.83% | -7.16% | -10.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.62% | 2.58% | +6.04% |
Volatility
BSGLX vs. CWGIX - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a higher volatility of 7.55% compared to American Funds Capital World Growth and Income Fund Class A (CWGIX) at 5.20%. This indicates that BSGLX's price experiences larger fluctuations and is considered to be riskier than CWGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSGLX | CWGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.55% | 5.20% | +2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 16.32% | 10.06% | +6.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.54% | 15.77% | +9.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.84% | 14.98% | +14.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.13% | 15.94% | +12.19% |