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FWCGX vs GDGIX
FWCGX vs GDGIX Comparison
Open Charts FWCGX vs GDGIX
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Sit Global Dividend Growth I
Price$29.08
Change-$0.34 (-1.16%)
VolumeN/A
Net Assets56.58M
FWCGX vs GDGIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. GDGIX (56.6M). FWCGX pays higher dividends than GDGIX: FWCGX (1.81) vs GDGIX (0.84). FWCGX was incepted earlier than GDGIX: FWCGX (5 years) vs GDGIX (17 years). GDGIX (1.25) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). FWCGX has a lower initial minimum investment than GDGIX: FWCGX (250) vs GDGIX (100000). GDGIX annual gain was more profitable for investors over the last year : 8.93 vs. FWCGX (6.64).
| FWCGX | GDGIX | FWCGX / GDGIX | |
| Total Expense Ratio | 0.47 | 1.00 | 47% |
| Annual Report Gross Expense Ratio | 0.47 | 1.25 | 38% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 9.155 | 4.643 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 56.6M | 231,449% |
| Annual Yield % from dividends | 1.81 | 0.84 | 216% |
| Returns for 1 year | 6.64 | 8.93 | 74% |
| Returns for 3 years | 46.75 | 56.08 | 83% |
| Returns for 5 years | N/A | 84.75 | - |
| Returns for 10 years | N/A | 122.55 | - |
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