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CWGFX vs GDGIX
CWGFX vs GDGIX Comparison
Open Charts CWGFX vs GDGIX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Sit Global Dividend Growth I
Price$30.57
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets59.85M
CWGFX vs GDGIX Comparison Chart in %
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CWGFX vs. GDGIX commentary
Aug 18, 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 CWGFX is a Buy and GDGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. GDGIX (59.9M). CWGFX pays higher dividends than GDGIX: CWGFX (1.42) vs GDGIX (0.86). CWGFX was incepted earlier than GDGIX: CWGFX (24 years) vs GDGIX (17 years). GDGIX (1.25) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). CWGFX has a lower initial minimum investment than GDGIX: CWGFX (250) vs GDGIX (100000). GDGIX (11.84) and CWGFX (11.40) have marching annual gain over last year. GDGIX return over 5 years is better than : 77.18 vs. CWGFX (47.31).
| CWGFX | GDGIX | CWGFX / GDGIX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.25 | 64% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 15.446 | 10.442 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 59.9M | 228,715% |
| Annual Yield % from dividends | 1.42 | 0.86 | 165% |
| Returns for 1 year | 11.40 | 11.84 | 96% |
| Returns for 3 years | 41.09 | 44.61 | 92% |
| Returns for 5 years | 47.31 | 77.18 | 61% |
| Returns for 10 years | 64.09 | 135.84 | 47% |
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