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FWGIX vs GDGIX
FWGIX vs GDGIX Comparison
Open Charts FWGIX vs GDGIX
American Funds Capital World Gr&Inc F3
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
FWGIX vs GDGIX Comparison Chart in %
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FWGIX vs. GDGIX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a Buy and GDGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. GDGIX (59.1M). FWGIX pays higher dividends than GDGIX: FWGIX (1.77) vs GDGIX (0.81). FWGIX was incepted earlier than GDGIX: FWGIX (8 years) vs GDGIX (17 years). GDGIX (1.25) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). GDGIX has a lower initial minimum investment than FWGIX: GDGIX (100000) vs FWGIX (1000000). GDGIX annual gain was more profitable for investors over the last year : 11.48 vs. FWGIX (9.74). GDGIX return over 5 years is better than : 87.61 vs. FWGIX (54.88).
| FWGIX | GDGIX | FWGIX / GDGIX | |
| Total Expense Ratio | 0.41 | 1.00 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.25 | 33% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 13.775 | 8.961 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 59.1M | 230,118% |
| Annual Yield % from dividends | 1.77 | 0.81 | 219% |
| Returns for 1 year | 9.74 | 11.48 | 85% |
| Returns for 3 years | 51.57 | 56.81 | 91% |
| Returns for 5 years | 54.88 | 87.61 | 63% |
| Returns for 10 years | N/A | 135.82 | - |
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