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CWIFX vs GDGIX
CWIFX vs GDGIX Comparison
Open Charts CWIFX vs GDGIX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Sit Global Dividend Growth I
Price$31.71
Change-$0.46 (-1.43%)
VolumeN/A
Net Assets62.31M
CWIFX vs GDGIX Comparison Chart in %
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CWIFX vs. GDGIX commentary
Nov 14, 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 StrongBuy and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. GDGIX (62.3M). CWIFX pays higher dividends than GDGIX: CWIFX (1.49) vs GDGIX (0.79). 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). GDGIX (13.90) and CWIFX (13.64) have marching annual gain over last year. GDGIX return over 5 years is better than : 74.72 vs. CWIFX (49.49).
| 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 | 21.356 | 16.359 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 62.3M | 231,140% |
| Annual Yield % from dividends | 1.49 | 0.79 | 189% |
| Returns for 1 year | 13.64 | 13.90 | 98% |
| Returns for 3 years | 55.78 | 62.03 | 90% |
| Returns for 5 years | 49.49 | 74.72 | 66% |
| Returns for 10 years | 107.52 | 160.89 | 67% |
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