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CWGFX vs GDGSX
CWGFX vs GDGSX Comparison
Open Charts CWGFX vs GDGSX
American Funds Capital World Gr&Inc F1
Price$60.57
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets109.46B
Sit Global Dividend Growth S
Price$26.71
Change+$2.01 (+8.14%)
VolumeN/A
Net Assets47.92M
CWGFX vs GDGSX Comparison Chart
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CWGFX vs. GDGSX commentary
Apr 11, 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: 109B vs. GDGSX (47.9M). CWGFX pays higher dividends than GDGSX: CWGFX (1.59) vs GDGSX (0.67). 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 : -3.17 vs. CWGFX (-10.91). GDGSX return over 5 years is better than : 69.12 vs. CWGFX (37.20).
| 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 | -10.327 | -11.151 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109B | 47.9M | 227,557% |
| Annual Yield % from dividends | 1.59 | 0.67 | 237% |
| Returns for 1 year | -10.91 | -3.17 | 344% |
| Returns for 3 years | 1.33 | 11.12 | 12% |
| Returns for 5 years | 37.20 | 69.12 | 54% |
| Returns for 10 years | 23.45 | 84.34 | 28% |
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