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CWGFX vs GDGSX
CWGFX vs GDGSX Comparison
Open Charts CWGFX vs GDGSX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Sit Global Dividend Growth S
Price$30.50
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets60.21M
CWGFX vs GDGSX Comparison Chart in %
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CWGFX vs. GDGSX commentary
Sep 08, 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: 138B vs. GDGSX (60.2M). CWGFX pays higher dividends than GDGSX: CWGFX (1.39) vs GDGSX (0.62). CWGFX was incepted earlier than GDGSX: CWGFX (25 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). CWGFX (13.11) and GDGSX (12.63) have marching annual gain over last year. GDGSX return over 5 years is better than : 74.77 vs. CWGFX (46.91).
| CWGFX | GDGSX | CWGFX / GDGSX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.50 | 53% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 16.146 | 10.743 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 60.2M | 229,236% |
| Annual Yield % from dividends | 1.39 | 0.62 | 226% |
| Returns for 1 year | 13.11 | 12.63 | 104% |
| Returns for 3 years | 53.92 | 58.45 | 92% |
| Returns for 5 years | 46.91 | 74.77 | 63% |
| Returns for 10 years | 75.40 | 145.43 | 52% |
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