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CWIEX vs GDGSX
CWIEX vs GDGSX Comparison
Open Charts CWIEX vs GDGSX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Sit Global Dividend Growth S
Price$31.46
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets61.46M
CWIEX vs GDGSX Comparison Chart in %
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CWIEX vs. GDGSX commentary
Oct 19, 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 Hold and GDGSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. GDGSX (61.5M). CWIEX pays higher dividends than GDGSX: CWIEX (1.17) vs GDGSX (0.60). 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). GDGSX (10.53) and CWIEX (10.48) have marching annual gain over last year. GDGSX return over 5 years is better than : 76.00 vs. CWIEX (52.18).
| 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 | 19.725 | 13.698 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 61.5M | 229,268% |
| Annual Yield % from dividends | 1.17 | 0.60 | 196% |
| Returns for 1 year | 10.48 | 10.53 | 100% |
| Returns for 3 years | 66.72 | 70.95 | 94% |
| Returns for 5 years | 52.18 | 76.00 | 69% |
| Returns for 10 years | 95.26 | 147.16 | 65% |
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