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CWIEX vs GDGIX
CWIEX vs GDGIX Comparison
Open Charts CWIEX vs GDGIX
American Funds Capital World Gr&Inc 529E
Price$72.32
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets136.73B
Sit Global Dividend Growth I
Price$30.52
Change-$0.18 (-0.59%)
VolumeN/A
Net Assets59.64M
CWIEX vs GDGIX Comparison Chart in %
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CWIEX vs. GDGIX commentary
Aug 30, 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 CWIEX is a StrongBuy and GDGIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. GDGIX (59.6M). CWIEX pays higher dividends than GDGIX: CWIEX (1.25) vs GDGIX (0.86). CWIEX was incepted earlier than GDGIX: CWIEX (24 years) vs GDGIX (17 years). GDGIX (1.25) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). CWIEX has a lower initial minimum investment than GDGIX: CWIEX (250) vs GDGIX (100000). GDGIX annual gain was more profitable for investors over the last year : 10.67 vs. CWIEX (9.46). GDGIX return over 5 years is better than : 72.88 vs. CWIEX (45.39).
| CWIEX | GDGIX | CWIEX / GDGIX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 1.25 | 80% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 15.264 | 10.912 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 59.6M | 229,866% |
| Annual Yield % from dividends | 1.25 | 0.86 | 145% |
| Returns for 1 year | 9.46 | 10.67 | 89% |
| Returns for 3 years | 50.51 | 56.27 | 90% |
| Returns for 5 years | 45.39 | 72.88 | 62% |
| Returns for 10 years | 97.26 | 157.61 | 62% |
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