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FCWGX vs GDGSX
FCWGX vs GDGSX Comparison
Open Charts FCWGX vs GDGSX
American Funds Capital World Gr&Inc529F2
Price$75.02
Change-$1.03 (-1.35%)
VolumeN/A
Net Assets142.37B
Sit Global Dividend Growth S
Price$32.27
Change+$0.54 (+1.70%)
VolumeN/A
Net Assets61.99M
FCWGX vs GDGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. GDGSX (62M). FCWGX pays higher dividends than GDGSX: FCWGX (1.66) vs GDGSX (0.43). FCWGX was incepted earlier than GDGSX: FCWGX (5 years) vs GDGSX (17 years). GDGSX (1.25) 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 annual gain was more profitable for investors over the last year : 16.54 vs. GDGSX (14.52). GDGSX return over 5 years is better than : 61.84 vs. FCWGX (35.13).
| FCWGX | GDGSX | FCWGX / GDGSX | |
| Total Expense Ratio | 0.52 | 1.25 | 42% |
| Annual Report Gross Expense Ratio | 0.52 | 1.25 | 42% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 4.952 | 0.938 | 528% |
| 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 | 1.66 | 0.43 | 387% |
| Returns for 1 year | 16.54 | 14.52 | 114% |
| Returns for 3 years | 44.32 | 55.92 | 79% |
| Returns for 5 years | 35.13 | 61.84 | 57% |
| Returns for 10 years | N/A | 193.44 | - |
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