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CWIEX vs GDGSX
CWIEX vs GDGSX Comparison
Open Charts CWIEX vs GDGSX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Sit Global Dividend Growth S
Price$32.27
Change+$0.54 (+1.70%)
VolumeN/A
Net Assets61.99M
CWIEX vs GDGSX Comparison Chart in %
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CWIEX vs. GDGSX 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 GDGSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. GDGSX (62M). CWIEX pays higher dividends than GDGSX: CWIEX (1.24) vs GDGSX (0.43). CWIEX was incepted earlier than GDGSX: CWIEX (24 years) vs GDGSX (17 years). GDGSX (1.25) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.52). CWIEX has a lower initial minimum investment than GDGSX: CWIEX (250) vs GDGSX (5000). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. GDGSX (14.52). GDGSX return over 5 years is better than : 61.84 vs. CWIEX (31.71).
| CWIEX | GDGSX | CWIEX / GDGSX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.00 | 1.25 | 80% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 4.913 | 0.938 | 524% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 62M | 229,032% |
| Annual Yield % from dividends | 1.24 | 0.43 | 290% |
| Returns for 1 year | 15.93 | 14.52 | 110% |
| Returns for 3 years | 42.06 | 55.92 | 75% |
| Returns for 5 years | 31.71 | 61.84 | 51% |
| Returns for 10 years | 119.07 | 193.44 | 62% |
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