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CWIFX vs GDGSX
CWIFX vs GDGSX Comparison
Open Charts CWIFX vs GDGSX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Sit Global Dividend Growth S
Price$32.27
Change+$0.54 (+1.70%)
VolumeN/A
Net Assets61.99M
CWIFX vs GDGSX Comparison Chart in %
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CWIFX vs. GDGSX commentary
Feb 04, 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 GDGSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. GDGSX (62M). CWIFX pays higher dividends than GDGSX: CWIFX (1.59) vs GDGSX (0.43). CWIFX was incepted earlier than GDGSX: CWIFX (23 years) vs GDGSX (17 years). GDGSX (1.25) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.52). 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 : 16.37 vs. GDGSX (14.52). GDGSX return over 5 years is better than : 61.84 vs. CWIFX (34.32).
| CWIFX | GDGSX | CWIFX / GDGSX | |
| Total Expense Ratio | 0.86 | 1.25 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.25 | 69% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 4.948 | 0.938 | 527% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 62M | 229,032% |
| Annual Yield % from dividends | 1.59 | 0.43 | 371% |
| Returns for 1 year | 16.37 | 14.52 | 113% |
| Returns for 3 years | 43.74 | 55.92 | 78% |
| Returns for 5 years | 34.32 | 61.84 | 55% |
| Returns for 10 years | 128.46 | 193.44 | 66% |
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