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GDGSX vs WGIFX
GDGSX vs WGIFX Comparison
Open Charts GDGSX vs WGIFX
Sit Global Dividend Growth S
Price$32.20
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets60.77M
American Funds Capital World Gr&Inc F2
Price$71.84
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
GDGSX vs WGIFX Comparison Chart in %
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GDGSX vs. WGIFX commentary
Dec 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 142B vs. GDGSX (60.8M). WGIFX pays higher dividends than GDGSX: WGIFX (1.55) vs GDGSX (0.56). GDGSX was incepted earlier than WGIFX: GDGSX (17 years) vs WGIFX (17 years). GDGSX (1.25) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.52). WGIFX has a lower initial minimum investment than GDGSX: WGIFX (250) vs GDGSX (5000). GDGSX annual gain was more profitable for investors over the last year : 13.99 vs. WGIFX (12.59). GDGSX return over 5 years is better than : 67.33 vs. WGIFX (32.43).
| GDGSX | WGIFX | GDGSX / WGIFX | |
| Total Expense Ratio | 1.25 | 0.52 | 240% |
| Annual Report Gross Expense Ratio | 1.25 | 0.52 | 240% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 16.372 | 14.629 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.8M | 142B | 0% |
| Annual Yield % from dividends | 0.56 | 1.55 | 37% |
| Returns for 1 year | 13.99 | 12.59 | 111% |
| Returns for 3 years | 63.96 | 47.17 | 136% |
| Returns for 5 years | 67.33 | 32.43 | 208% |
| Returns for 10 years | 168.04 | 75.18 | 224% |
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