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CWGFX vs GDGSX
CWGFX vs GDGSX Comparison
Open Charts CWGFX vs GDGSX
American Funds Capital World Gr&Inc F1
Price$72.18
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets136.06B
Sit Global Dividend Growth S
Price$30.38
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets59.66M
CWGFX vs GDGSX Comparison Chart in %
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CWGFX vs. GDGSX commentary
Sep 05, 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 (59.7M). CWGFX pays higher dividends than GDGSX: CWGFX (1.39) vs GDGSX (0.62). 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). CWGFX annual gain was more profitable for investors over the last year : 11.02 vs. GDGSX (10.38). GDGSX return over 5 years is better than : 72.09 vs. CWGFX (45.18).
| 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 | 14.778 | 9.046 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 59.7M | 227,806% |
| Annual Yield % from dividends | 1.39 | 0.62 | 226% |
| Returns for 1 year | 11.02 | 10.38 | 106% |
| Returns for 3 years | 51.55 | 55.55 | 93% |
| Returns for 5 years | 45.18 | 72.09 | 63% |
| Returns for 10 years | 77.23 | 147.33 | 52% |
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