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CWIEX vs GDGIX
CWIEX vs GDGIX Comparison
Open Charts CWIEX vs GDGIX
American Funds Capital World Gr&Inc 529E
Price$70.93
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
Sit Global Dividend Growth I
Price$30.17
Change+$0.21 (+0.70%)
VolumeN/A
Net Assets59.16M
CWIEX vs GDGIX Comparison Chart in %
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CWIEX vs. GDGIX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 135B vs. GDGIX (59.2M). CWIEX pays higher dividends than GDGIX: CWIEX (1.25) vs GDGIX (0.86). CWIEX was incepted earlier than GDGIX: CWIEX (23 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 (15.78) and CWIEX (15.48) have marching annual gain over last year. GDGIX return over 5 years is better than : 75.88 vs. CWIEX (47.92).
| CWIEX | GDGIX | CWIEX / GDGIX | |
| Total Expense Ratio | 1.00 | 1.00 | 100% |
| Annual Report Gross Expense Ratio | 1.00 | 1.25 | 80% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 13.048 | 8.238 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 59.2M | 228,041% |
| Annual Yield % from dividends | 1.25 | 0.86 | 145% |
| Returns for 1 year | 15.48 | 15.78 | 98% |
| Returns for 3 years | 43.24 | 46.08 | 94% |
| Returns for 5 years | 47.92 | 75.88 | 63% |
| Returns for 10 years | 77.00 | 132.06 | 58% |
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