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CWGCX vs GDGSX
CWGCX vs GDGSX Comparison
Open Charts CWGCX vs GDGSX
American Funds Capital World Gr&Inc C
Price$59.96
Change+$3.86 (+6.88%)
VolumeN/A
Net Assets109.46B
Sit Global Dividend Growth S
Price$26.71
Change+$2.01 (+8.14%)
VolumeN/A
Net Assets47.92M
CWGCX vs GDGSX Comparison Chart
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CWGCX vs. GDGSX commentary
Apr 11, 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 GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 109B vs. GDGSX (47.9M). CWGCX pays higher dividends than GDGSX: CWGCX (0.93) vs GDGSX (0.67). CWGCX was incepted earlier than GDGSX: CWGCX (24 years) vs GDGSX (17 years). GDGSX (1.50) and CWGCX (1.49) have similar cost to investors . CWGCX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.42). CWGCX has a lower initial minimum investment than GDGSX: CWGCX (250) vs GDGSX (5000). GDGSX annual gain was more profitable for investors over the last year : -3.17 vs. CWGCX (-11.55). GDGSX return over 5 years is better than : 69.12 vs. CWGCX (34.01).
| CWGCX | GDGSX | CWGCX / GDGSX | |
| Total Expense Ratio | 1.49 | 1.25 | 119% |
| Annual Report Gross Expense Ratio | 1.49 | 1.50 | 99% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -10.472 | -11.151 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 47.9M | 227,557% |
| Annual Yield % from dividends | 0.93 | 0.67 | 139% |
| Returns for 1 year | -11.55 | -3.17 | 365% |
| Returns for 3 years | -0.30 | 11.12 | -3% |
| Returns for 5 years | 34.01 | 69.12 | 49% |
| Returns for 10 years | 20.56 | 84.34 | 24% |