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FCWGX vs GDGSX
FCWGX vs GDGSX Comparison
Open Charts FCWGX vs GDGSX
American Funds Capital World Gr&Inc529F2
Price$77.37
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
Sit Global Dividend Growth S
Price$32.24
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets62.53M
FCWGX vs GDGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. GDGSX (62.5M). FCWGX pays higher dividends than GDGSX: FCWGX (1.55) vs GDGSX (0.56). FCWGX was incepted earlier than GDGSX: FCWGX (5 years) vs GDGSX (17 years). GDGSX (1.50) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.52). FCWGX has a lower initial minimum investment than GDGSX: FCWGX (250) vs GDGSX (5000). FCWGX (13.31) and GDGSX (13.12) have marching annual gain over last year. GDGSX return over 5 years is better than : 69.38 vs. FCWGX (46.42).
| FCWGX | GDGSX | FCWGX / GDGSX | |
| Total Expense Ratio | 0.52 | 1.25 | 42% |
| Annual Report Gross Expense Ratio | 0.52 | 1.50 | 35% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 23.287 | 16.517 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 62.5M | 227,200% |
| Annual Yield % from dividends | 1.55 | 0.56 | 275% |
| Returns for 1 year | 13.31 | 13.12 | 101% |
| Returns for 3 years | 52.84 | 56.60 | 93% |
| Returns for 5 years | 46.42 | 69.38 | 67% |
| Returns for 10 years | N/A | 147.55 | - |
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