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CWIEX vs GDGIX
CWIEX vs GDGIX Comparison
Open Charts CWIEX vs GDGIX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Sit Global Dividend Growth I
Price$31.71
Change-$0.46 (-1.43%)
VolumeN/A
Net Assets62.31M
CWIEX vs GDGIX Comparison Chart in %
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CWIEX vs. GDGIX commentary
Nov 14, 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 StrongBuy and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. GDGIX (62.3M). CWIEX pays higher dividends than GDGIX: CWIEX (1.15) vs GDGIX (0.79). CWIEX was incepted earlier than GDGIX: CWIEX (24 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 (3.52). 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 : 13.90 vs. CWIEX (13.18). GDGIX return over 5 years is better than : 74.72 vs. CWIEX (46.58).
| CWIEX | GDGIX | CWIEX / GDGIX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 1.25 | 80% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 20.939 | 16.359 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 62.3M | 231,140% |
| Annual Yield % from dividends | 1.15 | 0.79 | 146% |
| Returns for 1 year | 13.18 | 13.90 | 95% |
| Returns for 3 years | 53.98 | 62.03 | 87% |
| Returns for 5 years | 46.58 | 74.72 | 62% |
| Returns for 10 years | 99.00 | 160.89 | 62% |
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