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CWGFX vs GDGSX
CWGFX vs GDGSX Comparison
Open Charts CWGFX vs GDGSX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Sit Global Dividend Growth S
Price$30.53
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets59.85M
CWGFX vs GDGSX Comparison Chart in %
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CWGFX vs. GDGSX commentary
Aug 19, 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 GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. GDGSX (59.9M). CWGFX pays higher dividends than GDGSX: CWGFX (1.42) vs GDGSX (0.63). CWGFX was incepted earlier than GDGSX: CWGFX (24 years) vs GDGSX (17 years). GDGSX (1.50) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.42). CWGFX has a lower initial minimum investment than GDGSX: CWGFX (250) vs GDGSX (5000). GDGSX (11.54) and CWGFX (11.40) have marching annual gain over last year. GDGSX return over 5 years is better than : 74.90 vs. CWGFX (47.31).
| CWGFX | GDGSX | CWGFX / GDGSX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.50 | 53% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 15.446 | 10.274 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 59.9M | 228,715% |
| Annual Yield % from dividends | 1.42 | 0.63 | 226% |
| Returns for 1 year | 11.40 | 11.54 | 99% |
| Returns for 3 years | 41.09 | 43.49 | 94% |
| Returns for 5 years | 47.31 | 74.90 | 63% |
| Returns for 10 years | 64.09 | 129.93 | 49% |
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