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CWGFX vs GDGIX
CWGFX vs GDGIX Comparison
Open Charts CWGFX vs GDGIX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
Sit Global Dividend Growth I
Price$32.31
Change+$0.54 (+1.70%)
VolumeN/A
Net Assets62.64M
CWGFX vs GDGIX Comparison Chart in %
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CWGFX vs. GDGIX commentary
Feb 05, 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 Buy and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. GDGIX (62.6M). CWGFX pays higher dividends than GDGIX: CWGFX (1.41) vs GDGIX (0.64). 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 annual gain was more profitable for investors over the last year : 16.18 vs. GDGIX (14.77). GDGIX return over 5 years is better than : 63.93 vs. CWGFX (30.54).
| 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 | 4.924 | 0.937 | 525% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 62.6M | 226,837% |
| Annual Yield % from dividends | 1.41 | 0.64 | 219% |
| Returns for 1 year | 16.18 | 14.77 | 110% |
| Returns for 3 years | 43.02 | 57.08 | 75% |
| Returns for 5 years | 30.54 | 63.93 | 48% |
| Returns for 10 years | 99.82 | 200.85 | 50% |
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