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CWIEX vs GDGIX
CWIEX vs GDGIX Comparison
Open Charts CWIEX vs GDGIX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Sit Global Dividend Growth I
Price$32.31
Change+$0.54 (+1.70%)
VolumeN/A
Net Assets62.64M
CWIEX vs GDGIX Comparison Chart in %
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CWIEX vs. GDGIX 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 CWIEX is a Buy and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. GDGIX (62.6M). CWIEX pays higher dividends than GDGIX: CWIEX (1.24) vs GDGIX (0.64). CWIEX was incepted earlier than GDGIX: CWIEX (24 years) vs GDGIX (17 years). CWIEX (1.00) and GDGIX (1.00) have similar cost to investors . CWIEX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.52). CWIEX has a lower initial minimum investment than GDGIX: CWIEX (250) vs GDGIX (100000). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. GDGIX (14.77). GDGIX return over 5 years is better than : 63.93 vs. CWIEX (31.71).
| CWIEX | GDGIX | CWIEX / GDGIX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 1.00 | 100% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 4.913 | 0.937 | 524% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 62.6M | 226,837% |
| Annual Yield % from dividends | 1.24 | 0.64 | 193% |
| Returns for 1 year | 15.93 | 14.77 | 108% |
| Returns for 3 years | 42.06 | 57.08 | 74% |
| Returns for 5 years | 31.71 | 63.93 | 50% |
| Returns for 10 years | 119.07 | 200.85 | 59% |
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