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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$34.55
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets96.2M
American Funds Capital World Gr&Inc F2
Price$76.04
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets142.48B
SGLIX vs WGIFX Comparison Chart in %
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SGLIX vs. WGIFX commentary
Oct 07, 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 StrongBuy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. SGLIX (96.2M). WGIFX (1.59) and SGLIX (1.58) have matching dividends . SGLIX was incepted earlier than WGIFX: SGLIX (17 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 : 12.54 vs. SGLIX (-12.67). WGIFX return over 5 years is better than : 54.99 vs. SGLIX (12.21).
| SGLIX | WGIFX | SGLIX / WGIFX | |
| Total Expense Ratio | 0.84 | 0.52 | 162% |
| Annual Report Gross Expense Ratio | 1.00 | 0.52 | 192% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 10.351 | 21.331 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.2M | 142B | 0% |
| Annual Yield % from dividends | 1.58 | 1.59 | 99% |
| Returns for 1 year | -12.67 | 12.54 | -101% |
| Returns for 3 years | 14.92 | 71.05 | 21% |
| Returns for 5 years | 12.21 | 54.99 | 22% |
| Returns for 10 years | 35.62 | 81.07 | 44% |