Interact to see
Advertisement
Advertisement
GDGIX vs WGIFX
GDGIX vs WGIFX Comparison
Open Charts GDGIX vs WGIFX
Sit Global Dividend Growth I
Price$31.49
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets61.46M
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
GDGIX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GDGIX vs. WGIFX commentary
Oct 19, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. GDGIX (61.5M). WGIFX pays higher dividends than GDGIX: WGIFX (1.59) vs GDGIX (0.82). 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 (3.52). WGIFX has a lower initial minimum investment than GDGIX: WGIFX (250) vs GDGIX (100000). WGIFX (11.05) and GDGIX (10.79) have marching annual gain over last year. GDGIX return over 5 years is better than : 78.24 vs. WGIFX (52.11).
| 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 | 13.900 | 20.182 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.5M | 141B | 0% |
| Annual Yield % from dividends | 0.82 | 1.59 | 51% |
| Returns for 1 year | 10.79 | 11.05 | 98% |
| Returns for 3 years | 72.27 | 68.14 | 106% |
| Returns for 5 years | 78.24 | 52.11 | 150% |
| Returns for 10 years | 153.40 | 78.84 | 195% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement