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CWGFX vs GDGSX
CWGFX vs GDGSX Comparison
Open Charts CWGFX vs GDGSX
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Sit Global Dividend Growth S
Price$29.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets56.79M
CWGFX vs GDGSX Comparison Chart
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CWGFX 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 CWGFX is a Buy and GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. GDGSX (56.8M). CWGFX pays higher dividends than GDGSX: CWGFX (1.49) vs GDGSX (0.60). CWGFX was incepted earlier than GDGSX: CWGFX (24 years) vs GDGSX (17 years). GDGSX (1.50) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.42). CWGFX has a lower initial minimum investment than GDGSX: CWGFX (250) vs GDGSX (5000). GDGSX annual gain was more profitable for investors over the last year : 10.97 vs. CWGFX (6.31). GDGSX return over 5 years is better than : 75.09 vs. CWGFX (45.68).
| CWGFX | GDGSX | CWGFX / GDGSX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.50 | 53% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 9.010 | 5.040 | 179% |
| 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 | 1.49 | 0.60 | 248% |
| Returns for 1 year | 6.31 | 10.97 | 58% |
| Returns for 3 years | 28.90 | 40.08 | 72% |
| Returns for 5 years | 45.68 | 75.09 | 61% |
| Returns for 10 years | 52.89 | 119.39 | 44% |
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