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CWIEX vs GDGSX
CWIEX vs GDGSX Comparison
Open Charts CWIEX vs GDGSX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Sit Global Dividend Growth S
Price$30.50
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets60.21M
CWIEX vs GDGSX Comparison Chart in %
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CWIEX vs. GDGSX commentary
Sep 08, 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 GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. GDGSX (60.2M). CWIEX pays higher dividends than GDGSX: CWIEX (1.22) vs GDGSX (0.62). 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 (3.42). CWIEX has a lower initial minimum investment than GDGSX: CWIEX (250) vs GDGSX (5000). CWIEX (12.87) and GDGSX (12.63) have marching annual gain over last year. GDGSX return over 5 years is better than : 74.77 vs. CWIEX (49.15).
| 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 | 15.997 | 10.743 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 60.2M | 229,236% |
| Annual Yield % from dividends | 1.22 | 0.62 | 198% |
| Returns for 1 year | 12.87 | 12.63 | 102% |
| Returns for 3 years | 54.44 | 58.45 | 93% |
| Returns for 5 years | 49.15 | 74.77 | 66% |
| Returns for 10 years | 94.28 | 145.43 | 65% |
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