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CWIEX vs GDGIX
CWIEX vs GDGIX Comparison
Open Charts CWIEX vs GDGIX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Sit Global Dividend Growth I
Price$31.49
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets61.46M
CWIEX vs GDGIX Comparison Chart in %
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CWIEX vs. GDGIX commentary
Oct 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 CWIEX is a Hold and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. GDGIX (61.5M). CWIEX pays higher dividends than GDGIX: CWIEX (1.17) vs GDGIX (0.82). 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 (3.52). CWIEX has a lower initial minimum investment than GDGIX: CWIEX (250) vs GDGIX (100000). GDGIX (10.79) and CWIEX (10.48) have marching annual gain over last year. GDGIX return over 5 years is better than : 78.24 vs. CWIEX (52.18).
| 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 | 19.725 | 13.900 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 61.5M | 229,268% |
| Annual Yield % from dividends | 1.17 | 0.82 | 144% |
| Returns for 1 year | 10.48 | 10.79 | 97% |
| Returns for 3 years | 66.72 | 72.27 | 92% |
| Returns for 5 years | 52.18 | 78.24 | 67% |
| Returns for 10 years | 95.26 | 153.40 | 62% |
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