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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$40.02
Change-$0.06 (-0.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F2
Price$67.75
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
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SGLIX vs WGIFX Comparison Chart
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SGLIX vs. WGIFX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 128B vs. SGLIX (107M). WGIFX pays higher dividends than SGLIX: WGIFX (1.90) vs SGLIX (1.19). SGLIX was incepted earlier than WGIFX: SGLIX (15 years) vs WGIFX (16 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 : 20.30 vs. SGLIX (17.18). WGIFX return over 5 years is better than : 44.49 vs. SGLIX (28.04).
| SGLIX | WGIFX | SGLIX / WGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 11.813 | 12.648 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 128B | 0% |
| Annual Yield % from dividends | 1.19 | 1.90 | 63% |
| Returns for 1 year | 17.18 | 20.30 | 85% |
| Returns for 3 years | 8.00 | 6.54 | 122% |
| Returns for 5 years | 28.04 | 44.49 | 63% |
| Returns for 10 years | 55.50 | 49.51 | 112% |