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CWIEX vs GDGSX
CWIEX vs GDGSX Comparison
Open Charts CWIEX vs GDGSX
American Funds Capital World Gr&Inc 529E
Price$73.98
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
Sit Global Dividend Growth S
Price$31.08
Change-$0.13 (-0.42%)
VolumeN/A
Net Assets61.27M
CWIEX vs GDGSX Comparison Chart in %
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CWIEX vs. GDGSX commentary
Sep 26, 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: 141B vs. GDGSX (61.3M). CWIEX pays higher dividends than GDGSX: CWIEX (1.22) vs GDGSX (0.62). 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 (3.42). CWIEX has a lower initial minimum investment than GDGSX: CWIEX (250) vs GDGSX (5000). GDGSX annual gain was more profitable for investors over the last year : 11.47 vs. CWIEX (10.08). GDGSX return over 5 years is better than : 82.72 vs. CWIEX (56.00).
| 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 | 18.144 | 12.730 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 61.3M | 230,016% |
| Annual Yield % from dividends | 1.22 | 0.62 | 198% |
| Returns for 1 year | 10.08 | 11.47 | 88% |
| Returns for 3 years | 68.57 | 72.91 | 94% |
| Returns for 5 years | 56.00 | 82.72 | 68% |
| Returns for 10 years | 108.70 | 161.81 | 67% |
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