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GDGSX vs WGIFX
GDGSX vs WGIFX Comparison
Open Charts GDGSX vs WGIFX
Sit Global Dividend Growth S
Price$30.50
Change+$0.12 (+0.39%)
VolumeN/A
Net Assets60.21M
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
GDGSX vs WGIFX Comparison Chart in %
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GDGSX vs. WGIFX 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 WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 138B vs. GDGSX (60.2M). WGIFX pays higher dividends than GDGSX: WGIFX (1.64) vs GDGSX (0.62). GDGSX was incepted earlier than WGIFX: GDGSX (17 years) vs WGIFX (17 years). GDGSX (1.50) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.42). WGIFX has a lower initial minimum investment than GDGSX: WGIFX (250) vs GDGSX (5000). WGIFX annual gain was more profitable for investors over the last year : 13.44 vs. GDGSX (12.63). GDGSX return over 5 years is better than : 74.77 vs. WGIFX (48.42).
| GDGSX | WGIFX | GDGSX / WGIFX | |
| Total Expense Ratio | 1.25 | 0.52 | 240% |
| Annual Report Gross Expense Ratio | 1.50 | 0.52 | 288% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 10.743 | 16.367 | 66% |
| 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 | 1.64 | 38% |
| Returns for 1 year | 12.63 | 13.44 | 94% |
| Returns for 3 years | 58.45 | 55.06 | 106% |
| Returns for 5 years | 74.77 | 48.42 | 154% |
| Returns for 10 years | 145.43 | 77.16 | 188% |
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