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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$34.11
Change-$0.23 (-0.67%)
VolumeN/A
Net Assets87.37M
American Funds Capital World Gr&Inc F2
Price$74.70
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
SGLIX vs WGIFX Comparison Chart in %
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SGLIX vs. WGIFX commentary
Nov 20, 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: 139B vs. SGLIX (87.4M). SGLIX (1.60) and WGIFX (1.56) 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 : 12.47 vs. SGLIX (-11.55). WGIFX return over 5 years is better than : 43.13 vs. SGLIX (9.01).
| 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 | 9.712 | 19.192 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 139B | 0% |
| Annual Yield % from dividends | 1.60 | 1.56 | 103% |
| Returns for 1 year | -11.55 | 12.47 | -93% |
| Returns for 3 years | 4.66 | 51.79 | 9% |
| Returns for 5 years | 9.01 | 43.13 | 21% |
| Returns for 10 years | 32.19 | 75.66 | 43% |
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