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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$31.65
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets86M
American Funds Capital World Gr&Inc F2
Price$71.76
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
SGLIX vs WGIFX Comparison Chart in %
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SGLIX vs. WGIFX commentary
Dec 26, 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 Hold and WGIFX is a Hold.
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: 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 : 12.48 vs. SGLIX (-0.09). WGIFX return over 5 years is better than : 32.28 vs. SGLIX (-2.21).
| 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 | 1.118 | 14.501 | 8% |
| 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 | -0.09 | 12.48 | -1% |
| Returns for 3 years | 2.07 | 47.06 | 4% |
| Returns for 5 years | -2.21 | 32.28 | -7% |
| Returns for 10 years | 34.34 | 76.15 | 45% |
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