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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$34.21
Change-$0.13 (-0.38%)
VolumeN/A
Net Assets95.09M
American Funds Capital World Gr&Inc F2
Price$74.76
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets139.3B
SGLIX vs WGIFX Comparison Chart in %
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SGLIX vs. WGIFX commentary
Sep 15, 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: 139B vs. SGLIX (95.1M). WGIFX (1.64) and SGLIX (1.62) have matching dividends . 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 : 14.24 vs. SGLIX (-12.13). WGIFX return over 5 years is better than : 53.62 vs. SGLIX (13.06).
| 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 | 9.297 | 18.911 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.1M | 139B | 0% |
| Annual Yield % from dividends | 1.62 | 1.64 | 99% |
| Returns for 1 year | -12.13 | 14.24 | -85% |
| Returns for 3 years | 7.18 | 57.40 | 13% |
| Returns for 5 years | 13.06 | 53.62 | 24% |
| Returns for 10 years | 29.46 | 80.58 | 37% |
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