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FWCGX vs GDGSX
FWCGX vs GDGSX Comparison
Open Charts FWCGX vs GDGSX
American Funds Capital World Gr&Inc529F3
Price$78.41
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
Sit Global Dividend Growth S
Price$32.58
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets61.06M
FWCGX vs GDGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 142B vs. GDGSX (61.1M). FWCGX pays higher dividends than GDGSX: FWCGX (1.60) vs GDGSX (0.56). FWCGX was incepted earlier than GDGSX: FWCGX (5 years) vs GDGSX (17 years). GDGSX (1.50) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.52). FWCGX has a lower initial minimum investment than GDGSX: FWCGX (250) vs GDGSX (5000). FWCGX (14.50) and GDGSX (13.99) have marching annual gain over last year. GDGSX return over 5 years is better than : 72.04 vs. FWCGX (49.42).
| FWCGX | GDGSX | FWCGX / GDGSX | |
| Total Expense Ratio | 0.47 | 1.25 | 38% |
| Annual Report Gross Expense Ratio | 0.47 | 1.50 | 31% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 25.032 | 17.745 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 61.1M | 232,406% |
| Annual Yield % from dividends | 1.60 | 0.56 | 283% |
| Returns for 1 year | 14.50 | 13.99 | 104% |
| Returns for 3 years | 57.15 | 60.31 | 95% |
| Returns for 5 years | 49.42 | 72.04 | 69% |
| Returns for 10 years | N/A | 159.80 | - |
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