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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$32.27
Change+$0.23 (+0.72%)
VolumeN/A
Net Assets86.49M
American Funds Capital World Gr&Inc F2
Price$74.03
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets142.37B
SGLIX vs WGIFX Comparison Chart in %
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SGLIX vs. WGIFX commentary
Jan 15, 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 SGLIX is a Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. SGLIX (86.5M). SGLIX pays higher dividends than WGIFX: SGLIX (2.03) vs WGIFX (1.73). 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: 184.00 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 : 19.18 vs. SGLIX (5.51). WGIFX return over 5 years is better than : 32.65 vs. SGLIX (1.29).
| 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 | 2.935 | 3.727 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.5M | 142B | 0% |
| Annual Yield % from dividends | 2.03 | 1.73 | 117% |
| Returns for 1 year | 5.51 | 19.18 | 29% |
| Returns for 3 years | 1.62 | 44.56 | 4% |
| Returns for 5 years | 1.29 | 32.65 | 4% |
| Returns for 10 years | 56.80 | 101.38 | 56% |
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