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CWGFX vs GDGIX
CWGFX vs GDGIX Comparison
Open Charts CWGFX vs GDGIX
American Funds Capital World Gr&Inc F1
Price$65.87
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
Sit Global Dividend Growth I
Price$28.74
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets55.14M
CWGFX vs GDGIX Comparison Chart
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CWGFX vs. GDGIX commentary
Jan 23, 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 CWGFX is a StrongBuy and GDGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. GDGIX (55.1M). CWGFX pays higher dividends than GDGIX: CWGFX (1.64) vs GDGIX (0.96). CWGFX was incepted earlier than GDGIX: CWGFX (24 years) vs GDGIX (16 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (6.09). CWGFX has a lower initial minimum investment than GDGIX: CWGFX (250) vs GDGIX (100000). GDGIX annual gain was more profitable for investors over the last year : 17.99 vs. CWGFX (11.80). GDGIX return over 5 years is better than : 67.69 vs. CWGFX (31.29).
| CWGFX | GDGIX | CWGFX / GDGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 3.929 | 3.270 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 55.1M | 234,120% |
| Annual Yield % from dividends | 1.64 | 0.96 | 170% |
| Returns for 1 year | 11.80 | 17.99 | 66% |
| Returns for 3 years | 13.72 | 30.08 | 46% |
| Returns for 5 years | 31.29 | 67.69 | 46% |
| Returns for 10 years | 48.10 | 127.59 | 38% |
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