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CWGFX vs GDGSX
CWGFX vs GDGSX Comparison
Open Charts CWGFX vs GDGSX
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
Sit Global Dividend Growth S
Price$31.26
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets60.44M
CWGFX vs GDGSX Comparison Chart in %
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CWGFX vs. GDGSX commentary
Nov 20, 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 Hold and GDGSX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. GDGSX (60.4M). CWGFX pays higher dividends than GDGSX: CWGFX (1.32) vs GDGSX (0.57). CWGFX was incepted earlier than GDGSX: CWGFX (25 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 (3.52). CWGFX has a lower initial minimum investment than GDGSX: CWGFX (250) vs GDGSX (5000). CWGFX (12.16) and GDGSX (12.02) have marching annual gain over last year. GDGSX return over 5 years is better than : 68.37 vs. CWGFX (41.60).
| CWGFX | GDGSX | CWGFX / GDGSX | |
| Total Expense Ratio | 0.80 | 1.25 | 64% |
| Annual Report Gross Expense Ratio | 0.80 | 1.50 | 53% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 18.909 | 12.650 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 60.4M | 230,132% |
| Annual Yield % from dividends | 1.32 | 0.57 | 232% |
| Returns for 1 year | 12.16 | 12.02 | 101% |
| Returns for 3 years | 50.59 | 56.31 | 90% |
| Returns for 5 years | 41.60 | 68.37 | 61% |
| Returns for 10 years | 73.79 | 139.99 | 53% |
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