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GDGIX vs WGIFX
GDGIX vs WGIFX Comparison
Open Charts GDGIX vs WGIFX
Sit Global Dividend Growth I
Price$30.57
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets59.85M
American Funds Capital World Gr&Inc F2
Price$72.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
GDGIX vs WGIFX Comparison Chart in %
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GDGIX vs. WGIFX commentary
Aug 18, 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. GDGIX (59.9M). WGIFX pays higher dividends than GDGIX: WGIFX (1.67) vs GDGIX (0.86). GDGIX was incepted earlier than WGIFX: GDGIX (17 years) vs WGIFX (17 years). GDGIX (1.25) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). WGIFX has a lower initial minimum investment than GDGIX: WGIFX (250) vs GDGIX (100000). GDGIX (11.84) and WGIFX (11.69) have marching annual gain over last year. GDGIX return over 5 years is better than : 77.18 vs. WGIFX (48.82).
| GDGIX | WGIFX | GDGIX / WGIFX | |
| Total Expense Ratio | 1.00 | 0.52 | 192% |
| Annual Report Gross Expense Ratio | 1.25 | 0.52 | 240% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 10.442 | 15.635 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 137B | 0% |
| Annual Yield % from dividends | 0.86 | 1.67 | 51% |
| Returns for 1 year | 11.84 | 11.69 | 101% |
| Returns for 3 years | 44.61 | 42.11 | 106% |
| Returns for 5 years | 77.18 | 48.82 | 158% |
| Returns for 10 years | 135.84 | 65.73 | 207% |
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