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SGLIX vs WGIFX
SGLIX vs WGIFX Comparison
Open Charts SGLIX vs WGIFX
SGI Global Equity I
Price$34.47
Change-$0.14 (-0.40%)
VolumeN/A
Net Assets88.29M
American Funds Capital World Gr&Inc F2
Price$76.10
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
SGLIX vs WGIFX Comparison Chart in %
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SGLIX vs. WGIFX commentary
Nov 14, 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: 144B vs. SGLIX (88.3M). SGLIX (1.60) and WGIFX (1.56) 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 : 15.32 vs. SGLIX (-12.03). WGIFX return over 5 years is better than : 49.19 vs. SGLIX (9.50).
| 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 | 10.575 | 23.660 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.3M | 144B | 0% |
| Annual Yield % from dividends | 1.60 | 1.56 | 103% |
| Returns for 1 year | -12.03 | 15.32 | -79% |
| Returns for 3 years | 5.86 | 57.23 | 10% |
| Returns for 5 years | 9.50 | 49.19 | 19% |
| Returns for 10 years | 40.12 | 87.75 | 46% |