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CWIEX vs GDGIX
CWIEX vs GDGIX Comparison
Open Charts CWIEX vs GDGIX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Sit Global Dividend Growth I
Price$30.57
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets59.85M
CWIEX vs GDGIX Comparison Chart in %
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CWIEX vs. GDGIX commentary
Aug 18, 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 CWIEX is a Buy and GDGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. GDGIX (59.9M). CWIEX pays higher dividends than GDGIX: CWIEX (1.25) vs GDGIX (0.86). CWIEX was incepted earlier than GDGIX: CWIEX (23 years) vs GDGIX (17 years). GDGIX (1.25) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). CWIEX has a lower initial minimum investment than GDGIX: CWIEX (250) vs GDGIX (100000). GDGIX annual gain was more profitable for investors over the last year : 11.84 vs. CWIEX (11.15). GDGIX return over 5 years is better than : 77.18 vs. CWIEX (49.58).
| CWIEX | GDGIX | CWIEX / GDGIX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 1.25 | 80% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 15.312 | 10.442 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 59.9M | 228,715% |
| Annual Yield % from dividends | 1.25 | 0.86 | 145% |
| Returns for 1 year | 11.15 | 11.84 | 94% |
| Returns for 3 years | 41.58 | 44.61 | 93% |
| Returns for 5 years | 49.58 | 77.18 | 64% |
| Returns for 10 years | 81.77 | 135.84 | 60% |
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