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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$34.44
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets86.02M
American Funds Capital World Gr&Inc F2
Price$77.26
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
SGLIX vs WGIFX Comparison Chart in %
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SGLIX vs. WGIFX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. SGLIX (86M). SGLIX (1.56) and WGIFX (1.55) have matching dividends . SGLIX was incepted earlier than WGIFX: SGLIX (17 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 : 13.31 vs. SGLIX (-13.31). WGIFX return over 5 years is better than : 42.72 vs. SGLIX (7.16).
| SGLIX | WGIFX | SGLIX / WGIFX | |
| Total Expense Ratio | 0.84 | 0.52 | 162% |
| Annual Report Gross Expense Ratio | 1.00 | 0.52 | 192% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 10.032 | 23.277 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86M | 142B | 0% |
| Annual Yield % from dividends | 1.56 | 1.55 | 101% |
| Returns for 1 year | -13.31 | 13.31 | -100% |
| Returns for 3 years | 2.33 | 51.76 | 5% |
| Returns for 5 years | 7.16 | 42.72 | 17% |
| Returns for 10 years | 31.74 | 82.92 | 38% |
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