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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$32.59
Change-$0.10 (-0.31%)
VolumeN/A
Net Assets109.55M
American Funds Capital World Gr&Inc F2
Price$66.21
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
SGLIX vs WGIFX Comparison Chart
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SGLIX vs. WGIFX commentary
Feb 23, 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 Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 128B vs. SGLIX (110M). WGIFX pays higher dividends than SGLIX: WGIFX (1.90) vs SGLIX (1.19). SGLIX was incepted earlier than WGIFX: SGLIX (16 years) vs WGIFX (17 years). SGLIX is a more actively managed with annual turnover of: 96.00 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 : 7.35 vs. SGLIX (-10.52). WGIFX return over 5 years is better than : 33.63 vs. SGLIX (1.36).
| SGLIX | WGIFX | SGLIX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 4.441 | 4.350 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 128B | 0% |
| Annual Yield % from dividends | 1.19 | 1.90 | 63% |
| Returns for 1 year | -10.52 | 7.35 | -143% |
| Returns for 3 years | -5.86 | 17.14 | -34% |
| Returns for 5 years | 1.36 | 33.63 | 4% |
| Returns for 10 years | 31.08 | 45.71 | 68% |
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