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CWIFX vs GDGSX
CWIFX vs GDGSX Comparison
Open Charts CWIFX vs GDGSX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
Sit Global Dividend Growth S
Price$30.50
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets60.21M
CWIFX vs GDGSX Comparison Chart in %
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CWIFX vs. GDGSX commentary
Sep 08, 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: 138B vs. GDGSX (60.2M). CWIFX pays higher dividends than GDGSX: CWIFX (1.57) vs GDGSX (0.62). 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 annual gain was more profitable for investors over the last year : 13.31 vs. GDGSX (12.63). GDGSX return over 5 years is better than : 74.77 vs. CWIFX (52.14).
| 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 | 16.304 | 10.743 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 60.2M | 229,236% |
| Annual Yield % from dividends | 1.57 | 0.62 | 254% |
| Returns for 1 year | 13.31 | 12.63 | 105% |
| Returns for 3 years | 56.25 | 58.45 | 96% |
| Returns for 5 years | 52.14 | 74.77 | 70% |
| Returns for 10 years | 102.66 | 145.43 | 71% |
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