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CWIEX vs GDGSX
CWIEX vs GDGSX Comparison
Open Charts CWIEX vs GDGSX
American Funds Capital World Gr&Inc 529E
Price$74.32
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Sit Global Dividend Growth S
Price$31.26
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets60.44M
CWIEX vs GDGSX Comparison Chart in %
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CWIEX vs. GDGSX commentary
Nov 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 GDGSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 139B vs. GDGSX (60.4M). CWIEX pays higher dividends than GDGSX: CWIEX (1.15) vs GDGSX (0.57). CWIEX was incepted earlier than GDGSX: CWIEX (24 years) vs GDGSX (17 years). GDGSX (1.50) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.52). CWIEX has a lower initial minimum investment than GDGSX: CWIEX (250) vs GDGSX (5000). GDGSX (12.02) and CWIEX (11.90) have marching annual gain over last year. GDGSX return over 5 years is better than : 68.37 vs. CWIEX (43.18).
| CWIEX | GDGSX | CWIEX / GDGSX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.00 | 1.50 | 67% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 18.687 | 12.650 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 60.4M | 230,132% |
| Annual Yield % from dividends | 1.15 | 0.57 | 202% |
| Returns for 1 year | 11.90 | 12.02 | 99% |
| Returns for 3 years | 50.53 | 56.31 | 90% |
| Returns for 5 years | 43.18 | 68.37 | 63% |
| Returns for 10 years | 91.78 | 139.99 | 66% |
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