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CWIFX vs GDGIX
CWIFX vs GDGIX Comparison
Open Charts CWIFX vs GDGIX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Sit Global Dividend Growth I
Price$32.31
Change+$0.54 (+1.70%)
VolumeN/A
Net Assets62.64M
CWIFX vs GDGIX Comparison Chart in %
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CWIFX vs. GDGIX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. GDGIX (62.6M). CWIFX pays higher dividends than GDGIX: CWIFX (1.59) vs GDGIX (0.64). CWIFX was incepted earlier than GDGIX: CWIFX (23 years) vs GDGIX (17 years). GDGIX (1.00) 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 annual gain was more profitable for investors over the last year : 16.37 vs. GDGIX (14.77). GDGIX return over 5 years is better than : 63.93 vs. CWIFX (34.32).
| CWIFX | GDGIX | CWIFX / GDGIX | |
| Total Expense Ratio | 0.86 | 1.00 | 86% |
| Annual Report Gross Expense Ratio | 0.86 | 1.00 | 86% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 4.948 | 0.937 | 528% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 62.6M | 226,837% |
| Annual Yield % from dividends | 1.59 | 0.64 | 247% |
| Returns for 1 year | 16.37 | 14.77 | 111% |
| Returns for 3 years | 43.74 | 57.08 | 77% |
| Returns for 5 years | 34.32 | 63.93 | 54% |
| Returns for 10 years | 128.46 | 200.85 | 64% |
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