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CWGCX vs GDGIX
CWGCX vs GDGIX Comparison
Open Charts CWGCX vs GDGIX
American Funds Capital World Gr&Inc C
Price$73.77
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Sit Global Dividend Growth I
Price$31.35
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets61.42M
CWGCX vs GDGIX Comparison Chart in %
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CWGCX vs. GDGIX commentary
Sep 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 CWGCX is a Buy and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 140B vs. GDGIX (61.4M). GDGIX (0.84) and CWGCX (0.82) have matching dividends . CWGCX was incepted earlier than GDGIX: CWGCX (25 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 : 11.26 vs. CWGCX (8.58). GDGIX return over 5 years is better than : 85.70 vs. CWGCX (50.79).
| CWGCX | GDGIX | CWGCX / GDGIX | |
| Total Expense Ratio | 1.49 | 1.00 | 149% |
| Annual Report Gross Expense Ratio | 1.49 | 1.25 | 119% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 18.224 | 13.260 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 61.4M | 228,013% |
| Annual Yield % from dividends | 0.82 | 0.84 | 97% |
| Returns for 1 year | 8.58 | 11.26 | 76% |
| Returns for 3 years | 66.35 | 75.35 | 88% |
| Returns for 5 years | 50.79 | 85.70 | 59% |
| Returns for 10 years | 84.74 | 168.97 | 50% |
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