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CWGCX vs GDGIX
CWGCX vs GDGIX Comparison
Open Charts CWGCX vs GDGIX
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Sit Global Dividend Growth I
Price$29.23
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets56.79M
CWGCX vs GDGIX Comparison Chart
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CWGCX vs. GDGIX commentary
Jun 07, 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: 131B vs. GDGIX (56.8M). CWGCX (0.87) and GDGIX (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 annual gain was more profitable for investors over the last year : 11.28 vs. CWGCX (5.53). GDGIX return over 5 years is better than : 77.28 vs. CWGCX (42.30).
| 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 | 8.711 | 5.147 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 56.8M | 230,634% |
| Annual Yield % from dividends | 0.87 | 0.84 | 104% |
| Returns for 1 year | 5.53 | 11.28 | 49% |
| Returns for 3 years | 26.86 | 41.12 | 65% |
| Returns for 5 years | 42.30 | 77.28 | 55% |
| Returns for 10 years | 49.31 | 124.97 | 39% |
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