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GDGSX vs RWBEX
GDGSX vs RWBEX Comparison
Open Charts GDGSX vs RWBEX
Sit Global Dividend Growth S
Price$30.36
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets59.65M
American Funds Capital World Gr&Inc R2E
Price$72.16
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
GDGSX vs RWBEX Comparison Chart in %
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GDGSX vs. RWBEX 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 GDGSX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. GDGSX (59.6M). RWBEX pays higher dividends than GDGSX: RWBEX (1.06) vs GDGSX (0.58). GDGSX was incepted earlier than RWBEX: GDGSX (17 years) vs RWBEX (11 years). GDGSX (1.50) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.42). RWBEX has a lower initial minimum investment than GDGSX: RWBEX (250) vs GDGSX (5000). GDGSX annual gain was more profitable for investors over the last year : 13.98 vs. RWBEX (13.26). GDGSX return over 5 years is better than : 81.54 vs. RWBEX (48.81).
| GDGSX | RWBEX | GDGSX / RWBEX | |
| Total Expense Ratio | 1.25 | 1.21 | 103% |
| Annual Report Gross Expense Ratio | 1.50 | 1.21 | 124% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 9.660 | 14.722 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6M | 137B | 0% |
| Annual Yield % from dividends | 0.58 | 1.06 | 55% |
| Returns for 1 year | 13.98 | 13.26 | 105% |
| Returns for 3 years | 54.94 | 49.26 | 112% |
| Returns for 5 years | 81.54 | 48.81 | 167% |
| Returns for 10 years | 129.42 | 60.15 | 215% |
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