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CWGFX vs GDGIX
CWGFX vs GDGIX Comparison
Open Charts CWGFX vs GDGIX
American Funds Capital World Gr&Inc F1
Price$73.93
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets142.37B
Sit Global Dividend Growth I
Price$32.49
Change-$0.15 (-0.46%)
VolumeN/A
Net Assets61.56M
CWGFX vs GDGIX Comparison Chart in %
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CWGFX vs. GDGIX commentary
Jan 15, 2026
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 CWGFX is a Hold and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. GDGIX (61.6M). CWGFX pays higher dividends than GDGIX: CWGFX (1.48) vs GDGIX (0.65). CWGFX was incepted earlier than GDGIX: CWGFX (25 years) vs GDGIX (17 years). GDGIX (1.00) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.52). CWGFX has a lower initial minimum investment than GDGIX: CWGFX (250) vs GDGIX (100000). CWGFX (18.84) and GDGIX (18.21) have marching annual gain over last year. GDGIX return over 5 years is better than : 67.93 vs. CWGFX (31.11).
| CWGFX | GDGIX | CWGFX / GDGIX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.00 | 80% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 3.718 | 1.500 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 61.6M | 230,519% |
| Annual Yield % from dividends | 1.48 | 0.65 | 226% |
| Returns for 1 year | 18.84 | 18.21 | 103% |
| Returns for 3 years | 43.30 | 61.15 | 71% |
| Returns for 5 years | 31.11 | 67.93 | 46% |
| Returns for 10 years | 99.06 | 203.77 | 49% |
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