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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$33.02
Change-$0.32 (-0.96%)
VolumeN/A
Net Assets94.08M
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
SGLIX vs WGIFX Comparison Chart
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SGLIX vs. WGIFX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 131B vs. SGLIX (94.1M). WGIFX pays higher dividends than SGLIX: WGIFX (1.75) vs SGLIX (1.63). SGLIX was incepted earlier than WGIFX: SGLIX (16 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 : 6.58 vs. SGLIX (-10.58). WGIFX return over 5 years is better than : 52.99 vs. SGLIX (17.78).
| SGLIX | WGIFX | SGLIX / WGIFX | |
| Total Expense Ratio | 0.84 | 0.52 | 162% |
| Annual Report Gross Expense Ratio | 1.00 | 0.52 | 192% |
| Fund Existence | 16 years | 17 years | - |
| Gain YTD | 5.495 | 9.129 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.1M | 131B | 0% |
| Annual Yield % from dividends | 1.63 | 1.75 | 93% |
| Returns for 1 year | -10.58 | 6.58 | -161% |
| Returns for 3 years | 5.67 | 44.89 | 13% |
| Returns for 5 years | 17.78 | 52.99 | 34% |
| Returns for 10 years | 25.08 | 53.21 | 47% |
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