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VHGEX vs WGIFX
VHGEX vs WGIFX Comparison
Open Charts VHGEX vs WGIFX
Vanguard Global Equity I
Price$36.07
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets7.77B
American Funds Capital World Gr&Inc F2
Price$63.59
Change-$1.79 (-2.74%)
VolumeN/A
Net Assets126.53B
VHGEX vs WGIFX Comparison Chart
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VHGEX vs. WGIFX commentary
Mar 11, 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 VHGEX is a Buy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 127B vs. VHGEX (7.77B). WGIFX pays higher dividends than VHGEX: WGIFX (1.81) vs VHGEX (1.18). VHGEX was incepted earlier than WGIFX: VHGEX (30 years) vs WGIFX (17 years). WGIFX (0.52) is less costly to investors than VHGEX (0.39). VHGEX is a more actively managed with annual turnover of: 38.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than VHGEX: WGIFX (250) vs VHGEX (3000). VHGEX annual gain was more profitable for investors over the last year : 4.60 vs. WGIFX (3.55). WGIFX return over 5 years is better than : 45.09 vs. VHGEX (25.92).
| VHGEX | WGIFX | VHGEX / WGIFX | |
| Total Expense Ratio | 0.39 | 0.52 | 75% |
| Annual Report Gross Expense Ratio | 0.39 | 0.52 | 75% |
| Fund Existence | 30 years | 17 years | - |
| Gain YTD | 1.491 | 3.042 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250 | 1,200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.77B | 127B | 6% |
| Annual Yield % from dividends | 1.18 | 1.81 | 65% |
| Returns for 1 year | 4.60 | 3.55 | 129% |
| Returns for 3 years | 14.22 | 24.89 | 57% |
| Returns for 5 years | 25.92 | 45.09 | 57% |
| Returns for 10 years | 51.17 | 49.08 | 104% |
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