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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$33.27
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets95.38M
American Funds Capital World Gr&Inc F2
Price$68.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
SGLIX vs WGIFX Comparison Chart
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SGLIX vs. WGIFX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. SGLIX (95.4M). WGIFX pays higher dividends than SGLIX: WGIFX (1.75) vs SGLIX (1.63). 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 : 6.40 vs. SGLIX (-10.38). WGIFX return over 5 years is better than : 46.53 vs. SGLIX (15.35).
| 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 | 6.262 | 8.745 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.4M | 131B | 0% |
| Annual Yield % from dividends | 1.63 | 1.75 | 93% |
| Returns for 1 year | -10.38 | 6.40 | -162% |
| Returns for 3 years | -2.19 | 30.21 | -7% |
| Returns for 5 years | 15.35 | 46.53 | 33% |
| Returns for 10 years | 28.75 | 53.53 | 54% |
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