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CWIEX vs GDGIX
CWIEX vs GDGIX Comparison
Open Charts CWIEX vs GDGIX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Sit Global Dividend Growth I
Price$31.35
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets61.42M
CWIEX vs GDGIX Comparison Chart in %
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CWIEX vs. GDGIX commentary
Sep 28, 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 Buy and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. GDGIX (61.4M). CWIEX pays higher dividends than GDGIX: CWIEX (1.22) vs GDGIX (0.84). 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 : 11.26 vs. CWIEX (9.15). GDGIX return over 5 years is better than : 85.70 vs. CWIEX (56.65).
| 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 | 18.639 | 13.260 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 61.4M | 228,013% |
| Annual Yield % from dividends | 1.22 | 0.84 | 145% |
| Returns for 1 year | 9.15 | 11.26 | 81% |
| Returns for 3 years | 69.61 | 75.35 | 92% |
| Returns for 5 years | 56.65 | 85.70 | 66% |
| Returns for 10 years | 109.57 | 168.97 | 65% |
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