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GDGIX vs RWBEX
GDGIX vs RWBEX Comparison
Open Charts GDGIX vs RWBEX
Sit Global Dividend Growth I
Price$29.08
Change-$0.34 (-1.16%)
VolumeN/A
Net Assets56.58M
American Funds Capital World Gr&Inc R2E
Price$68.44
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
GDGIX vs RWBEX Comparison Chart
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GDGIX vs. RWBEX 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 GDGIX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. GDGIX (56.6M). RWBEX pays higher dividends than GDGIX: RWBEX (1.11) vs GDGIX (0.84). GDGIX was incepted earlier than RWBEX: GDGIX (17 years) vs RWBEX (11 years). GDGIX (1.25) and RWBEX (1.21) have similar cost to investors . RWBEX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). RWBEX has a lower initial minimum investment than GDGIX: RWBEX (250) vs GDGIX (100000). GDGIX annual gain was more profitable for investors over the last year : 8.93 vs. RWBEX (5.84). GDGIX return over 5 years is better than : 84.75 vs. RWBEX (49.52).
| GDGIX | RWBEX | GDGIX / RWBEX | |
| Total Expense Ratio | 1.00 | 1.21 | 83% |
| Annual Report Gross Expense Ratio | 1.25 | 1.21 | 103% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 4.643 | 8.807 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.6M | 131B | 0% |
| Annual Yield % from dividends | 0.84 | 1.11 | 75% |
| Returns for 1 year | 8.93 | 5.84 | 153% |
| Returns for 3 years | 56.08 | 42.36 | 132% |
| Returns for 5 years | 84.75 | 49.52 | 171% |
| Returns for 10 years | 122.55 | 49.42 | 248% |
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