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GDGIX vs RWBEX
GDGIX vs RWBEX Comparison
Open Charts GDGIX vs RWBEX
Sit Global Dividend Growth I
Price$30.28
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets59.14M
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
GDGIX vs RWBEX Comparison Chart in %
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GDGIX vs. RWBEX 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 GDGIX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. GDGIX (59.1M). RWBEX pays higher dividends than GDGIX: RWBEX (1.06) vs GDGIX (0.81). 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 : 11.48 vs. RWBEX (8.84). GDGIX return over 5 years is better than : 87.61 vs. RWBEX (50.51).
| 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 | 8.961 | 13.307 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1M | 136B | 0% |
| Annual Yield % from dividends | 0.81 | 1.06 | 76% |
| Returns for 1 year | 11.48 | 8.84 | 130% |
| Returns for 3 years | 56.81 | 48.49 | 117% |
| Returns for 5 years | 87.61 | 50.51 | 173% |
| Returns for 10 years | 135.82 | 59.94 | 227% |
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