Interact to see
Advertisement
Advertisement
FWCGX vs GDGSX
FWCGX vs GDGSX Comparison
Open Charts FWCGX vs GDGSX
American Funds Capital World Gr&Inc529F3
Price$77.35
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
Sit Global Dividend Growth S
Price$32.24
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets62.53M
FWCGX vs GDGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 142B vs. GDGSX (62.5M). 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 (13.38) and GDGSX (13.12) have marching annual gain over last year. GDGSX return over 5 years is better than : 69.38 vs. FWCGX (46.77).
| 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 | 23.342 | 16.517 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 62.5M | 227,200% |
| Annual Yield % from dividends | 1.60 | 0.56 | 283% |
| Returns for 1 year | 13.38 | 13.12 | 102% |
| Returns for 3 years | 53.00 | 56.60 | 94% |
| Returns for 5 years | 46.77 | 69.38 | 67% |
| Returns for 10 years | N/A | 147.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement