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CWGFX vs GDGSX
CWGFX vs GDGSX Comparison
Open Charts CWGFX vs GDGSX
American Funds Capital World Gr&Inc F1
Price$74.21
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
Sit Global Dividend Growth S
Price$31.08
Change-$0.13 (-0.42%)
VolumeN/A
Net Assets61.27M
CWGFX vs GDGSX Comparison Chart in %
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CWGFX vs. GDGSX commentary
Sep 26, 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: 141B vs. GDGSX (61.3M). CWGFX pays higher dividends than GDGSX: CWGFX (1.39) vs GDGSX (0.62). 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 (3.42). 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 : 11.47 vs. CWGFX (10.32). GDGSX return over 5 years is better than : 82.72 vs. CWGFX (54.24).
| 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 | 18.303 | 12.730 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 61.3M | 230,016% |
| Annual Yield % from dividends | 1.39 | 0.62 | 226% |
| Returns for 1 year | 10.32 | 11.47 | 90% |
| Returns for 3 years | 68.58 | 72.91 | 94% |
| Returns for 5 years | 54.24 | 82.72 | 66% |
| Returns for 10 years | 89.07 | 161.81 | 55% |
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