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CWGCX vs GDGIX
CWGCX vs GDGIX Comparison
Open Charts CWGCX vs GDGIX
American Funds Capital World Gr&Inc C
Price$70.73
Change+$0.28 (+0.40%)
VolumeN/A
Net Assets135.41B
Sit Global Dividend Growth I
Price$30.12
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets58.85M
CWGCX vs GDGIX Comparison Chart in %
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CWGCX vs. GDGIX commentary
Jul 18, 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: 135B vs. GDGIX (58.8M). CWGCX (0.83) and GDGIX (0.81) 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 : 9.48 vs. CWGCX (8.10). GDGIX return over 5 years is better than : 80.84 vs. CWGCX (45.26).
| 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 | 13.262 | 8.310 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 58.8M | 229,592% |
| Annual Yield % from dividends | 0.83 | 0.81 | 103% |
| Returns for 1 year | 8.10 | 9.48 | 85% |
| Returns for 3 years | 49.71 | 57.51 | 86% |
| Returns for 5 years | 45.26 | 80.84 | 56% |
| Returns for 10 years | 54.19 | 128.22 | 42% |
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