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CWIEX vs GDGSX
CWIEX vs GDGSX Comparison
Open Charts CWIEX vs GDGSX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Sit Global Dividend Growth S
Price$31.67
Change-$0.45 (-1.40%)
VolumeN/A
Net Assets61.42M
CWIEX vs GDGSX Comparison Chart in %
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CWIEX vs. GDGSX 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 GDGSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. GDGSX (61.4M). CWIEX pays higher dividends than GDGSX: CWIEX (1.15) vs GDGSX (0.57). CWIEX was incepted earlier than GDGSX: CWIEX (24 years) vs GDGSX (17 years). GDGSX (1.50) 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 : 13.18 vs. GDGSX (12.29). GDGSX return over 5 years is better than : 70.10 vs. CWIEX (46.58).
| CWIEX | GDGSX | CWIEX / GDGSX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.00 | 1.50 | 67% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 20.939 | 14.457 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 61.4M | 234,528% |
| Annual Yield % from dividends | 1.15 | 0.57 | 202% |
| Returns for 1 year | 13.18 | 12.29 | 107% |
| Returns for 3 years | 53.98 | 59.92 | 90% |
| Returns for 5 years | 46.58 | 70.10 | 66% |
| Returns for 10 years | 99.00 | 147.60 | 67% |
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