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CWIFX vs GDGIX
CWIFX vs GDGIX Comparison
Open Charts CWIFX vs GDGIX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Sit Global Dividend Growth I
Price$30.57
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets59.85M
CWIFX vs GDGIX Comparison Chart in %
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CWIFX vs. GDGIX commentary
Aug 18, 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 CWIFX is a Buy and GDGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. GDGIX (59.9M). CWIFX pays higher dividends than GDGIX: CWIFX (1.60) vs GDGIX (0.86). CWIFX was incepted earlier than GDGIX: CWIFX (23 years) vs GDGIX (17 years). GDGIX (1.25) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). CWIFX has a lower initial minimum investment than GDGIX: CWIFX (250) vs GDGIX (100000). GDGIX (11.84) and CWIFX (11.58) have marching annual gain over last year. GDGIX return over 5 years is better than : 77.18 vs. CWIFX (52.56).
| CWIFX | GDGIX | CWIFX / GDGIX | |
| Total Expense Ratio | 0.86 | 1.00 | 86% |
| Annual Report Gross Expense Ratio | 0.86 | 1.25 | 69% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 15.587 | 10.442 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 59.9M | 228,715% |
| Annual Yield % from dividends | 1.60 | 0.86 | 186% |
| Returns for 1 year | 11.58 | 11.84 | 98% |
| Returns for 3 years | 43.22 | 44.61 | 97% |
| Returns for 5 years | 52.56 | 77.18 | 68% |
| Returns for 10 years | 89.56 | 135.84 | 66% |
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