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CWGCX vs GDGIX
CWGCX vs GDGIX Comparison
Open Charts CWGCX vs GDGIX
American Funds Capital World Gr&Inc C
Price$70.58
Change+$0.18 (+0.26%)
VolumeN/A
Net Assets135.09B
Sit Global Dividend Growth I
Price$30.17
Change+$0.21 (+0.70%)
VolumeN/A
Net Assets59.16M
CWGCX vs GDGIX Comparison Chart in %
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CWGCX vs. GDGIX commentary
Aug 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 CWGCX is a StrongBuy and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. GDGIX (59.2M). GDGIX (0.86) and CWGCX (0.84) 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 (15.78) and CWGCX (15.52) have marching annual gain over last year. GDGIX return over 5 years is better than : 75.88 vs. CWGCX (42.47).
| 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 | 13.022 | 8.238 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 59.2M | 228,041% |
| Annual Yield % from dividends | 0.84 | 0.86 | 97% |
| Returns for 1 year | 15.52 | 15.78 | 98% |
| Returns for 3 years | 40.04 | 46.08 | 87% |
| Returns for 5 years | 42.47 | 75.88 | 56% |
| Returns for 10 years | 54.64 | 132.06 | 41% |
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