Interact to see
Advertisement
Advertisement
FWGIX vs GDGIX
FWGIX vs GDGIX Comparison
Open Charts FWGIX vs GDGIX
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
Sit Global Dividend Growth I
Price$29.08
Change-$0.34 (-1.16%)
VolumeN/A
Net Assets56.58M
FWGIX vs GDGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWGIX vs. GDGIX commentary
Jun 16, 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: 131B vs. GDGIX (56.6M). FWGIX pays higher dividends than GDGIX: FWGIX (1.85) vs GDGIX (0.84). 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 : 8.93 vs. FWGIX (6.71). GDGIX return over 5 years is better than : 84.75 vs. FWGIX (53.53).
| 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 | 9.196 | 4.643 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 56.6M | 231,449% |
| Annual Yield % from dividends | 1.85 | 0.84 | 221% |
| Returns for 1 year | 6.71 | 8.93 | 75% |
| Returns for 3 years | 45.29 | 56.08 | 81% |
| Returns for 5 years | 53.53 | 84.75 | 63% |
| Returns for 10 years | N/A | 122.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EMCB | 65.00 | 0.15 | +0.23% |
| WisdomTree Emerging Markets Corp Bd ETF | |||
| MHI | 9.14 | -0.01 | -0.11% |
| Pioneer Municipal High Income Fund | |||
| GTO | 46.41 | -0.16 | -0.34% |
| Invesco Total Return Bond ETF | |||
| AVK | 11.86 | -0.07 | -0.61% |
| Advent Convertible and Income Fund | |||
| NVOX | 8.68 | -0.28 | -3.12% |
| Defiance Daily Target 2X Long NVO ETF | |||