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CWGCX vs GDGSX
CWGCX vs GDGSX Comparison
Open Charts CWGCX vs GDGSX
American Funds Capital World Gr&Inc C
Price$68.12
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
Sit Global Dividend Growth S
Price$29.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets56.79M
CWGCX vs GDGSX Comparison Chart
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CWGCX vs. GDGSX 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 GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 131B vs. GDGSX (56.8M). CWGCX pays higher dividends than GDGSX: CWGCX (0.87) vs GDGSX (0.60). 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 : 10.97 vs. CWGCX (5.53). GDGSX return over 5 years is better than : 75.09 vs. CWGCX (42.30).
| 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 | 8.711 | 5.040 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 56.8M | 230,634% |
| Annual Yield % from dividends | 0.87 | 0.60 | 145% |
| Returns for 1 year | 5.53 | 10.97 | 50% |
| Returns for 3 years | 26.86 | 40.08 | 67% |
| Returns for 5 years | 42.30 | 75.09 | 56% |
| Returns for 10 years | 49.31 | 119.39 | 41% |
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