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FWGIX vs GDGSX
FWGIX vs GDGSX Comparison
Open Charts FWGIX vs GDGSX
American Funds Capital World Gr&Inc F3
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
FWGIX vs GDGSX Comparison Chart in %
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FWGIX vs. GDGSX commentary
Jul 28, 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 GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. GDGSX (59.6M). FWGIX pays higher dividends than GDGSX: FWGIX (1.77) vs GDGSX (0.58). FWGIX was incepted earlier than GDGSX: FWGIX (9 years) vs GDGSX (17 years). GDGSX (1.50) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.42). GDGSX has a lower initial minimum investment than FWGIX: GDGSX (5000) vs FWGIX (1000000). FWGIX (14.19) and GDGSX (13.98) have marching annual gain over last year. GDGSX return over 5 years is better than : 81.54 vs. FWGIX (53.11).
| FWGIX | GDGSX | FWGIX / GDGSX | |
| Total Expense Ratio | 0.41 | 1.25 | 33% |
| Annual Report Gross Expense Ratio | 0.41 | 1.50 | 27% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 15.237 | 9.660 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 59.6M | 229,866% |
| Annual Yield % from dividends | 1.77 | 0.58 | 305% |
| Returns for 1 year | 14.19 | 13.98 | 102% |
| Returns for 3 years | 52.35 | 54.94 | 95% |
| Returns for 5 years | 53.11 | 81.54 | 65% |
| Returns for 10 years | N/A | 129.42 | - |
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