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CWIFX vs GDGIX
CWIFX vs GDGIX Comparison
Open Charts CWIFX vs GDGIX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Sit Global Dividend Growth I
Price$31.49
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets61.34M
CWIFX vs GDGIX Comparison Chart in %
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CWIFX vs. GDGIX 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 CWIFX is a Hold and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. GDGIX (61.3M). CWIFX pays higher dividends than GDGIX: CWIFX (1.53) vs GDGIX (0.82). 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 (3.52). CWIFX has a lower initial minimum investment than GDGIX: CWIFX (250) vs GDGIX (100000). CWIFX (10.94) and GDGIX (10.79) have marching annual gain over last year. GDGIX return over 5 years is better than : 78.24 vs. CWIFX (55.22).
| 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 | 20.108 | 13.900 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 61.3M | 230,016% |
| Annual Yield % from dividends | 1.53 | 0.82 | 187% |
| Returns for 1 year | 10.94 | 10.79 | 101% |
| Returns for 3 years | 68.69 | 72.27 | 95% |
| Returns for 5 years | 55.22 | 78.24 | 71% |
| Returns for 10 years | 103.66 | 153.40 | 68% |
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