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CWGCX vs GDGIX
CWGCX vs GDGIX Comparison
Open Charts CWGCX vs GDGIX
American Funds Capital World Gr&Inc C
Price$58.98
Change-$0.98 (-1.63%)
VolumeN/A
Net Assets116.98B
Sit Global Dividend Growth I
Price$26.12
Change-$0.64 (-2.39%)
VolumeN/A
Net Assets51.91M
CWGCX vs GDGIX Comparison Chart
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CWGCX vs. GDGIX commentary
Apr 11, 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 CWGCX is a Buy and GDGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. GDGIX (51.9M). CWGCX (0.93) and GDGIX (0.91) have matching dividends . CWGCX was incepted earlier than GDGIX: CWGCX (24 years) vs GDGIX (17 years). CWGCX (1.49) is less costly to investors than GDGIX (1.25). CWGCX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). CWGCX has a lower initial minimum investment than GDGIX: CWGCX (250) vs GDGIX (100000). GDGIX annual gain was more profitable for investors over the last year : -2.93 vs. CWGCX (-11.55). GDGIX return over 5 years is better than : 71.35 vs. CWGCX (34.01).
| CWGCX | GDGIX | CWGCX / GDGIX | |
| Total Expense Ratio | 1.49 | 1.00 | 149% |
| Annual Report Gross Expense Ratio | 1.49 | 1.25 | 119% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -10.472 | -11.103 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 51.9M | 225,434% |
| Annual Yield % from dividends | 0.93 | 0.91 | 103% |
| Returns for 1 year | -11.55 | -2.93 | 394% |
| Returns for 3 years | -0.30 | 11.93 | -3% |
| Returns for 5 years | 34.01 | 71.35 | 48% |
| Returns for 10 years | 20.56 | 89.06 | 23% |