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CWIEX vs GDGIX
CWIEX vs GDGIX Comparison
Open Charts CWIEX vs GDGIX
American Funds Capital World Gr&Inc 529E
Price$73.67
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
Sit Global Dividend Growth I
Price$32.49
Change-$0.15 (-0.46%)
VolumeN/A
Net Assets61.56M
CWIEX vs GDGIX Comparison Chart in %
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CWIEX vs. GDGIX commentary
Jan 15, 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 Hold and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. GDGIX (61.6M). CWIEX pays higher dividends than GDGIX: CWIEX (1.30) vs GDGIX (0.65). 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 (18.57) and GDGIX (18.21) have marching annual gain over last year. GDGIX return over 5 years is better than : 67.93 vs. CWIEX (32.31).
| 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 | 3.717 | 1.500 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 61.6M | 230,519% |
| Annual Yield % from dividends | 1.30 | 0.65 | 199% |
| Returns for 1 year | 18.57 | 18.21 | 102% |
| Returns for 3 years | 42.33 | 61.15 | 69% |
| Returns for 5 years | 32.31 | 67.93 | 48% |
| Returns for 10 years | 118.27 | 203.77 | 58% |
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