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FWCGX vs GDGSX
FWCGX vs GDGSX Comparison
Open Charts FWCGX vs GDGSX
American Funds Capital World Gr&Inc529F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
Sit Global Dividend Growth S
Price$30.36
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets59.65M
FWCGX vs GDGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. GDGSX (59.6M). FWCGX pays higher dividends than GDGSX: FWCGX (1.73) vs GDGSX (0.58). 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 (3.42). FWCGX has a lower initial minimum investment than GDGSX: FWCGX (250) vs GDGSX (5000). FWCGX (14.12) and GDGSX (13.98) have marching annual gain over last year.
| 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 | 15.194 | 9.660 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 59.6M | 229,866% |
| Annual Yield % from dividends | 1.73 | 0.58 | 298% |
| Returns for 1 year | 14.12 | 13.98 | 101% |
| Returns for 3 years | 53.88 | 54.94 | 98% |
| Returns for 5 years | N/A | 81.54 | - |
| Returns for 10 years | N/A | 129.42 | - |
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