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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$30.71
Change-$1.75 (-5.39%)
VolumeN/A
Net Assets87.71M
American Funds Capital World Gr&Inc F2
Price$57.86
Change-$3.71 (-6.03%)
VolumeN/A
Net Assets111.7B
SGLIX vs WGIFX Comparison Chart
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SGLIX vs. WGIFX commentary
Apr 08, 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 SGLIX is a Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 112B vs. SGLIX (87.7M). WGIFX pays higher dividends than SGLIX: WGIFX (1.87) vs SGLIX (1.65). SGLIX was incepted earlier than WGIFX: SGLIX (16 years) vs WGIFX (17 years). SGLIX (1.00) is less costly to investors than WGIFX (0.52). SGLIX is a more actively managed with annual turnover of: 102.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than SGLIX: WGIFX (250) vs SGLIX (1000000). WGIFX annual gain was more profitable for investors over the last year : -7.85 vs. SGLIX (-16.68). WGIFX return over 5 years is better than : 53.87 vs. SGLIX (22.62).
| SGLIX | WGIFX | SGLIX / WGIFX | |
| Total Expense Ratio | 0.84 | 0.52 | 162% |
| Annual Report Gross Expense Ratio | 1.00 | 0.52 | 192% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | -1.885 | -8.480 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.7M | 112B | 0% |
| Annual Yield % from dividends | 1.65 | 1.87 | 88% |
| Returns for 1 year | -16.68 | -7.85 | 212% |
| Returns for 3 years | -14.50 | 3.17 | -457% |
| Returns for 5 years | 22.62 | 53.87 | 42% |
| Returns for 10 years | 21.90 | 28.84 | 76% |
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