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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
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.
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).
| 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 | 7.444 | 13.694 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.9M | 136B | 0% |
| Annual Yield % from dividends | 1.61 | 1.67 | 96% |
| Returns for 1 year | -10.03 | 9.60 | -104% |
| Returns for 3 years | 4.50 | 51.13 | 9% |
| Returns for 5 years | 16.60 | 54.28 | 31% |
| Returns for 10 years | 28.55 | 64.28 | 44% |
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