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CWGFX vs GDGIX
CWGFX vs GDGIX Comparison
Open Charts CWGFX vs GDGIX
American Funds Capital World Gr&Inc F1
Price$63.50
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
Sit Global Dividend Growth I
Price$27.91
Change+$0.18 (+0.65%)
VolumeN/A
CapitalizationN/A
CWGFX vs GDGIX Comparison Chart
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CWGFX vs. GDGIX commentary
Dec 23, 2024
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: 125B vs. GDGIX (53.6M). 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 : 16.24 vs. CWGFX (8.57). GDGIX return over 5 years is better than : 67.58 vs. CWGFX (28.63).
| 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 | 7.613 | 15.381 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 53.6M | 233,209% |
| Annual Yield % from dividends | 1.64 | 0.96 | 170% |
| Returns for 1 year | 8.57 | 16.24 | 53% |
| Returns for 3 years | 6.17 | 19.86 | 31% |
| Returns for 5 years | 28.63 | 67.58 | 42% |
| Returns for 10 years | 44.06 | 118.46 | 37% |
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