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CWIEX vs GDGSX
CWIEX vs GDGSX Comparison
Open Charts CWIEX vs GDGSX
American Funds Capital World Gr&Inc 529E
Price$71.92
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets136.06B
Sit Global Dividend Growth S
Price$30.38
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets59.66M
CWIEX vs GDGSX Comparison Chart in %
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CWIEX vs. GDGSX commentary
Sep 05, 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 GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. GDGSX (59.7M). 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). CWIEX (10.78) and GDGSX (10.38) have marching annual gain over last year. GDGSX return over 5 years is better than : 72.09 vs. CWIEX (47.39).
| 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 | 14.626 | 9.046 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 59.7M | 227,806% |
| Annual Yield % from dividends | 1.22 | 0.62 | 198% |
| Returns for 1 year | 10.78 | 10.38 | 104% |
| Returns for 3 years | 52.06 | 55.55 | 94% |
| Returns for 5 years | 47.39 | 72.09 | 66% |
| Returns for 10 years | 96.35 | 147.33 | 65% |
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