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CWGCX vs GDGIX
CWGCX vs GDGIX Comparison
Open Charts CWGCX vs GDGIX
American Funds Capital World Gr&Inc C
Price$73.76
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Sit Global Dividend Growth I
Price$31.30
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets60.44M
CWGCX vs GDGIX Comparison Chart in %
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CWGCX vs. GDGIX commentary
Nov 20, 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 Hold and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 139B vs. GDGIX (60.4M). GDGIX (0.79) and CWGCX (0.75) 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 (3.52). 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 : 12.32 vs. CWGCX (11.34). GDGIX return over 5 years is better than : 70.48 vs. CWGCX (37.86).
| 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 | 18.208 | 12.887 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 60.4M | 230,132% |
| Annual Yield % from dividends | 0.75 | 0.79 | 95% |
| Returns for 1 year | 11.34 | 12.32 | 92% |
| Returns for 3 years | 47.64 | 57.50 | 83% |
| Returns for 5 years | 37.86 | 70.48 | 54% |
| Returns for 10 years | 69.11 | 146.14 | 47% |
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