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GDGSX vs RWBEX
GDGSX vs RWBEX Comparison
Open Charts GDGSX vs RWBEX
Sit Global Dividend Growth S
Price$30.53
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets59.85M
American Funds Capital World Gr&Inc R2E
Price$72.43
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
GDGSX vs RWBEX Comparison Chart in %
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GDGSX vs. RWBEX commentary
Aug 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 GDGSX is a Buy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. GDGSX (59.9M). RWBEX pays higher dividends than GDGSX: RWBEX (1.06) vs GDGSX (0.63). 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 : 11.54 vs. RWBEX (10.91). GDGSX return over 5 years is better than : 74.90 vs. RWBEX (45.19).
| 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 | 10.274 | 15.151 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 137B | 0% |
| Annual Yield % from dividends | 0.63 | 1.06 | 59% |
| Returns for 1 year | 11.54 | 10.91 | 106% |
| Returns for 3 years | 43.49 | 39.62 | 110% |
| Returns for 5 years | 74.90 | 45.19 | 166% |
| Returns for 10 years | 129.93 | 61.34 | 212% |