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CWGFX vs GDGIX
CWGFX vs GDGIX Comparison
Open Charts CWGFX vs GDGIX
American Funds Capital World Gr&Inc F1
Price$59.58
Change-$0.99 (-1.63%)
VolumeN/A
Net Assets116.98B
Sit Global Dividend Growth I
Price$26.12
Change-$0.64 (-2.39%)
VolumeN/A
Net Assets51.91M
CWGFX vs GDGIX Comparison Chart
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CWGFX vs. GDGIX 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 CWGFX is a Buy and GDGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. GDGIX (51.9M). CWGFX pays higher dividends than GDGIX: CWGFX (1.59) vs GDGIX (0.91). CWGFX was incepted earlier than GDGIX: CWGFX (24 years) vs GDGIX (17 years). GDGIX (1.25) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). 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 : -2.93 vs. CWGFX (-10.91). GDGIX return over 5 years is better than : 71.35 vs. CWGFX (37.20).
| CWGFX | GDGIX | CWGFX / GDGIX | |
| Total Expense Ratio | 0.80 | 1.00 | 80% |
| Annual Report Gross Expense Ratio | 0.80 | 1.25 | 64% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | -10.327 | -11.103 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 51.9M | 225,434% |
| Annual Yield % from dividends | 1.59 | 0.91 | 176% |
| Returns for 1 year | -10.91 | -2.93 | 372% |
| Returns for 3 years | 1.33 | 11.93 | 11% |
| Returns for 5 years | 37.20 | 71.35 | 52% |
| Returns for 10 years | 23.45 | 89.06 | 26% |
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