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CWGFX vs GDGSX
CWGFX vs GDGSX Comparison
Open Charts CWGFX vs GDGSX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
Sit Global Dividend Growth S
Price$32.27
Change+$0.54 (+1.70%)
VolumeN/A
Net Assets61.99M
CWGFX vs GDGSX Comparison Chart in %
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CWGFX vs. GDGSX commentary
Feb 04, 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 GDGSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. GDGSX (62M). CWGFX pays higher dividends than GDGSX: CWGFX (1.41) vs GDGSX (0.43). CWGFX was incepted earlier than GDGSX: CWGFX (25 years) vs GDGSX (17 years). GDGSX (1.25) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.52). CWGFX has a lower initial minimum investment than GDGSX: CWGFX (250) vs GDGSX (5000). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. GDGSX (14.52). GDGSX return over 5 years is better than : 61.84 vs. CWGFX (30.54).
| CWGFX | GDGSX | CWGFX / GDGSX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.25 | 64% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 4.924 | 0.938 | 525% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 62M | 229,032% |
| Annual Yield % from dividends | 1.41 | 0.43 | 330% |
| Returns for 1 year | 16.18 | 14.52 | 111% |
| Returns for 3 years | 43.02 | 55.92 | 77% |
| Returns for 5 years | 30.54 | 61.84 | 49% |
| Returns for 10 years | 99.82 | 193.44 | 52% |
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