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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$33.11
Change-$0.41 (-1.22%)
VolumeN/A
Net Assets95.29M
American Funds Capital World Gr&Inc F2
Price$71.93
Change-$0.46 (-0.64%)
VolumeN/A
Net Assets137.34B
SGLIX vs WGIFX Comparison Chart in %
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SGLIX vs. WGIFX commentary
Jul 30, 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: 137B vs. SGLIX (95.3M). WGIFX (1.67) and SGLIX (1.61) 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 : 13.07 vs. SGLIX (-12.01). WGIFX return over 5 years is better than : 50.07 vs. SGLIX (12.22).
| 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 | 7.093 | 15.142 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.3M | 137B | 0% |
| Annual Yield % from dividends | 1.61 | 1.67 | 96% |
| Returns for 1 year | -12.01 | 13.07 | -92% |
| Returns for 3 years | -0.17 | 46.21 | -0% |
| Returns for 5 years | 12.22 | 50.07 | 24% |
| Returns for 10 years | 23.14 | 62.84 | 37% |
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