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CWIEX vs GDGSX
CWIEX vs GDGSX Comparison
Open Charts CWIEX vs GDGSX
American Funds Capital World Gr&Inc 529E
Price$71.46
Change+$0.36 (+0.51%)
VolumeN/A
Net Assets136.03B
Sit Global Dividend Growth S
Price$30.32
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets59.51M
CWIEX vs GDGSX Comparison Chart in %
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CWIEX vs. GDGSX commentary
Aug 10, 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 (59.5M). CWIEX pays higher dividends than GDGSX: CWIEX (1.25) vs GDGSX (0.63). CWIEX was incepted earlier than GDGSX: CWIEX (23 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 : 15.38 vs. CWIEX (14.05). GDGSX return over 5 years is better than : 75.93 vs. CWIEX (49.03).
| CWIEX | GDGSX | CWIEX / GDGSX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.00 | 1.50 | 67% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 13.893 | 9.515 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 59.5M | 228,571% |
| Annual Yield % from dividends | 1.25 | 0.63 | 199% |
| Returns for 1 year | 14.05 | 15.38 | 91% |
| Returns for 3 years | 44.59 | 47.38 | 94% |
| Returns for 5 years | 49.03 | 75.93 | 65% |
| Returns for 10 years | 78.32 | 128.66 | 61% |
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