SGLIX
Price
$33.63
Change
+$0.15 (+0.45%)
Updated
Jul 3 closing price
Net Assets
95.92M
WGIFX
Price
$71.48
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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SGLIX vs WGIFX

Header iconSGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFXBanner chart's image
SGI Global Equity I
Price$33.63
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets95.92M
American Funds Capital World Gr&Inc F2
Price$71.48
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
SGLIX vs WGIFX Comparison Chart in %
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SGLIX vs. WGIFX commentary
Jul 07, 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 StrongBuy and WGIFX is a Buy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. SGLIX (95.9M). 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 : 9.60 vs. SGLIX (-10.03). WGIFX return over 5 years is better than : 54.28 vs. SGLIX (16.60).
SGLIXWGIFXSGLIX / WGIFX
Total Expense Ratio0.840.52162%
Annual Report Gross Expense Ratio1.000.52192%
Fund Existence16 years17 years-
Gain YTD7.44413.69454%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets95.9M136B0%
Annual Yield % from dividends1.611.6796%
Returns for 1 year-10.039.60-104%
Returns for 3 years4.5051.139%
Returns for 5 years16.6054.2831%
Returns for 10 years28.5564.2844%
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