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CWIFX vs GDGSX
CWIFX vs GDGSX Comparison
Open Charts CWIFX vs GDGSX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Sit Global Dividend Growth S
Price$30.53
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets59.85M
CWIFX vs GDGSX Comparison Chart in %
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CWIFX vs. GDGSX commentary
Aug 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 Buy and GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. GDGSX (59.9M). CWIFX pays higher dividends than GDGSX: CWIFX (1.60) vs GDGSX (0.63). CWIFX was incepted earlier than GDGSX: CWIFX (23 years) vs GDGSX (17 years). GDGSX (1.50) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.42). CWIFX has a lower initial minimum investment than GDGSX: CWIFX (250) vs GDGSX (5000). CWIFX (11.58) and GDGSX (11.54) have marching annual gain over last year. GDGSX return over 5 years is better than : 74.90 vs. CWIFX (52.56).
| CWIFX | GDGSX | CWIFX / GDGSX | |
| Total Expense Ratio | 0.86 | 1.25 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.50 | 57% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 15.587 | 10.274 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 59.9M | 228,715% |
| Annual Yield % from dividends | 1.60 | 0.63 | 255% |
| Returns for 1 year | 11.58 | 11.54 | 100% |
| Returns for 3 years | 43.22 | 43.49 | 99% |
| Returns for 5 years | 52.56 | 74.90 | 70% |
| Returns for 10 years | 89.56 | 129.93 | 69% |