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GDGSX vs RWBEX
GDGSX vs RWBEX Comparison
Open Charts GDGSX vs RWBEX
Sit Global Dividend Growth S
Price$30.50
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets60.21M
American Funds Capital World Gr&Inc R2E
Price$72.52
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets137.57B
GDGSX vs RWBEX Comparison Chart in %
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GDGSX vs. RWBEX commentary
Sep 08, 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: 138B vs. GDGSX (60.2M). RWBEX pays higher dividends than GDGSX: RWBEX (1.04) vs GDGSX (0.62). 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). RWBEX (12.64) and GDGSX (12.63) have marching annual gain over last year. GDGSX return over 5 years is better than : 74.77 vs. RWBEX (44.80).
| 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 | 10.743 | 15.834 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.2M | 138B | 0% |
| Annual Yield % from dividends | 0.62 | 1.04 | 59% |
| Returns for 1 year | 12.63 | 12.64 | 100% |
| Returns for 3 years | 58.45 | 52.32 | 112% |
| Returns for 5 years | 74.77 | 44.80 | 167% |
| Returns for 10 years | 145.43 | 72.51 | 201% |
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