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CWGFX vs GDGSX
CWGFX vs GDGSX Comparison
Open Charts CWGFX vs GDGSX
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
Sit Global Dividend Growth S
Price$32.24
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets62.53M
CWGFX vs GDGSX Comparison Chart in %
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CWGFX vs. GDGSX commentary
Dec 04, 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 StrongBuy and GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. GDGSX (62.5M). 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 (1.50) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.52). CWGFX has a lower initial minimum investment than GDGSX: CWGFX (250) vs GDGSX (5000). GDGSX (13.12) and CWGFX (12.58) have marching annual gain over last year. GDGSX return over 5 years is better than : 69.38 vs. CWGFX (41.11).
| 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 | 21.970 | 16.517 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 62.5M | 227,200% |
| Annual Yield % from dividends | 1.31 | 0.56 | 233% |
| Returns for 1 year | 12.58 | 13.12 | 96% |
| Returns for 3 years | 49.31 | 56.60 | 87% |
| Returns for 5 years | 41.11 | 69.38 | 59% |
| Returns for 10 years | 79.52 | 147.55 | 54% |
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