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CWGCX vs GDGIX
CWGCX vs GDGIX Comparison
Open Charts CWGCX vs GDGIX
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
Sit Global Dividend Growth I
Price$31.71
Change-$0.46 (-1.43%)
VolumeN/A
Net Assets62.31M
CWGCX vs GDGIX Comparison Chart in %
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CWGCX vs. GDGIX 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 CWGCX is a StrongBuy and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. GDGIX (62.3M). GDGIX (0.79) and CWGCX (0.75) have matching dividends . CWGCX was incepted earlier than GDGIX: CWGCX (25 years) vs GDGIX (17 years). CWGCX (1.49) is less costly to investors than GDGIX (1.25). CWGCX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.52). CWGCX has a lower initial minimum investment than GDGIX: CWGCX (250) vs GDGIX (100000). GDGIX annual gain was more profitable for investors over the last year : 13.90 vs. CWGCX (12.61). GDGIX return over 5 years is better than : 74.72 vs. CWGCX (41.08).
| CWGCX | GDGIX | CWGCX / GDGIX | |
| Total Expense Ratio | 1.49 | 1.00 | 149% |
| Annual Report Gross Expense Ratio | 1.49 | 1.25 | 119% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 20.452 | 16.359 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 62.3M | 231,140% |
| Annual Yield % from dividends | 0.75 | 0.79 | 95% |
| Returns for 1 year | 12.61 | 13.90 | 91% |
| Returns for 3 years | 51.03 | 62.03 | 82% |
| Returns for 5 years | 41.08 | 74.72 | 55% |
| Returns for 10 years | 75.46 | 160.89 | 47% |
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