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CWGFX vs GDGSX
CWGFX vs GDGSX Comparison
Open Charts CWGFX vs GDGSX
American Funds Capital World Gr&Inc F1
Price$63.50
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
Sit Global Dividend Growth S
Price$27.88
Change+$0.18 (+0.65%)
VolumeN/A
CapitalizationN/A
CWGFX vs GDGSX Comparison Chart
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CWGFX vs. GDGSX commentary
Dec 22, 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 GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. GDGSX (53.6M). CWGFX pays higher dividends than GDGSX: CWGFX (1.64) vs GDGSX (0.75). CWGFX was incepted earlier than GDGSX: CWGFX (24 years) vs GDGSX (16 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (6.09). 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 : 15.93 vs. CWGFX (8.57). GDGSX return over 5 years is better than : 65.37 vs. CWGFX (28.63).
| CWGFX | GDGSX | CWGFX / GDGSX | |
| 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 | 15.079 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 53.6M | 233,209% |
| Annual Yield % from dividends | 1.64 | 0.75 | 217% |
| Returns for 1 year | 8.57 | 15.93 | 54% |
| Returns for 3 years | 6.17 | 18.90 | 33% |
| Returns for 5 years | 28.63 | 65.37 | 44% |
| Returns for 10 years | 44.06 | 112.99 | 39% |
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