SPQAX
Price
$18.10
Change
-$0.14 (-0.77%)
Updated
Jul 13 closing price
Net Assets
874.65M
WGIFX
Price
$80.26
Change
-$0.97 (-1.19%)
Updated
Jul 13 closing price
Net Assets
157.74B
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SPQAX vs WGIFX

SPQAX vs WGIFX Comparison Chart in %
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SPQAX vs. WGIFX commentary
Jul 14, 2026

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 SPQAX is a Buy and WGIFX is a Buy.

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FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 158B vs. SPQAX (875M). SPQAX (1.55) and WGIFX (1.54) have matching dividends . SPQAX was incepted earlier than WGIFX: SPQAX (22 years) vs WGIFX (18 years). SPQAX (1.20) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 44.00 vs. SPQAX (5.00). WGIFX has a lower initial minimum investment than SPQAX: WGIFX (250) vs SPQAX (1000). SPQAX annual gain was more profitable for investors over the last year : 24.74 vs. WGIFX (14.43). SPQAX (33.35) and WGIFX (32.55) have equivalent 5 years return.
SPQAXWGIFXSPQAX / WGIFX
Total Expense Ratio1.150.52221%
Annual Report Gross Expense Ratio1.200.52231%
Fund Existence22 years18 years-
Gain YTD20.01413.372150%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets875M158B1%
Annual Yield % from dividends1.551.54101%
Returns for 1 year24.7414.43171%
Returns for 3 years47.6945.28105%
Returns for 5 years33.3532.55102%
Returns for 10 years37.8795.0340%
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