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FWCGX vs GDGIX
FWCGX vs GDGIX Comparison
Open Charts FWCGX vs GDGIX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Sit Global Dividend Growth I
Price$30.28
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets59.14M
FWCGX vs GDGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. GDGIX (59.1M). FWCGX pays higher dividends than GDGIX: FWCGX (1.73) vs GDGIX (0.81). 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 : 11.48 vs. FWCGX (9.68).
| 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 | 13.732 | 8.961 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 59.1M | 230,118% |
| Annual Yield % from dividends | 1.73 | 0.81 | 214% |
| Returns for 1 year | 9.68 | 11.48 | 84% |
| Returns for 3 years | 53.08 | 56.81 | 93% |
| Returns for 5 years | N/A | 87.61 | - |
| Returns for 10 years | N/A | 135.82 | - |
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