Interact to see
Advertisement
Advertisement
CWGFX vs GDGSX
CWGFX vs GDGSX Comparison
Open Charts CWGFX vs GDGSX
American Funds Capital World Gr&Inc F1
Price$71.71
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
Sit Global Dividend Growth S
Price$30.32
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets59.51M
CWGFX vs GDGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. GDGSX commentary
Aug 10, 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 GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. GDGSX (59.5M). CWGFX pays higher dividends than GDGSX: CWGFX (1.42) vs GDGSX (0.63). 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 : 15.38 vs. CWGFX (14.31). GDGSX return over 5 years is better than : 75.93 vs. CWGFX (46.80).
| 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 | 14.031 | 9.515 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 59.5M | 228,571% |
| Annual Yield % from dividends | 1.42 | 0.63 | 226% |
| Returns for 1 year | 14.31 | 15.38 | 93% |
| Returns for 3 years | 44.10 | 47.38 | 93% |
| Returns for 5 years | 46.80 | 75.93 | 62% |
| Returns for 10 years | 61.01 | 128.66 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement