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CWGFX vs GDGSX
CWGFX vs GDGSX Comparison
Open Charts CWGFX vs GDGSX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Sit Global Dividend Growth S
Price$32.20
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets60.77M
CWGFX vs GDGSX Comparison Chart in %
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CWGFX vs. GDGSX commentary
Dec 28, 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 Hold and GDGSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. GDGSX (60.8M). CWGFX pays higher dividends than GDGSX: CWGFX (1.31) vs GDGSX (0.56). 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). GDGSX annual gain was more profitable for investors over the last year : 13.99 vs. CWGFX (12.34). GDGSX return over 5 years is better than : 67.33 vs. CWGFX (31.00).
| 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 | 14.398 | 16.372 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 60.8M | 233,553% |
| Annual Yield % from dividends | 1.31 | 0.56 | 233% |
| Returns for 1 year | 12.34 | 13.99 | 88% |
| Returns for 3 years | 46.00 | 63.96 | 72% |
| Returns for 5 years | 31.00 | 67.33 | 46% |
| Returns for 10 years | 73.31 | 168.04 | 44% |