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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$34.44
Change+$0.25 (+0.73%)
VolumeN/A
Net Assets94.78M
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
SGLIX vs WGIFX Comparison Chart in %
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SGLIX vs. WGIFX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. SGLIX (94.8M). WGIFX (1.59) and SGLIX (1.58) 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 : 11.05 vs. SGLIX (-13.29). WGIFX return over 5 years is better than : 52.11 vs. SGLIX (10.56).
| 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 | 20.182 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.8M | 141B | 0% |
| Annual Yield % from dividends | 1.58 | 1.59 | 99% |
| Returns for 1 year | -13.29 | 11.05 | -120% |
| Returns for 3 years | 12.34 | 68.14 | 18% |
| Returns for 5 years | 10.56 | 52.11 | 20% |
| Returns for 10 years | 33.79 | 78.84 | 43% |
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