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CWIFX vs GDGIX
CWIFX vs GDGIX Comparison
Open Charts CWIFX vs GDGIX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Sit Global Dividend Growth I
Price$31.35
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets61.42M
CWIFX vs GDGIX Comparison Chart in %
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CWIFX vs. GDGIX commentary
Sep 28, 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 CWIFX is a Buy and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. GDGIX (61.4M). CWIFX pays higher dividends than GDGIX: CWIFX (1.57) vs GDGIX (0.84). CWIFX was incepted earlier than GDGIX: CWIFX (23 years) vs GDGIX (17 years). GDGIX (1.25) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). CWIFX has a lower initial minimum investment than GDGIX: CWIFX (250) vs GDGIX (100000). GDGIX annual gain was more profitable for investors over the last year : 11.26 vs. CWIFX (9.58). GDGIX return over 5 years is better than : 85.70 vs. CWIFX (59.80).
| CWIFX | GDGIX | CWIFX / GDGIX | |
| Total Expense Ratio | 0.86 | 1.00 | 86% |
| Annual Report Gross Expense Ratio | 0.86 | 1.25 | 69% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 18.989 | 13.260 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 61.4M | 228,013% |
| Annual Yield % from dividends | 1.57 | 0.84 | 186% |
| Returns for 1 year | 9.58 | 11.26 | 85% |
| Returns for 3 years | 71.60 | 75.35 | 95% |
| Returns for 5 years | 59.80 | 85.70 | 70% |
| Returns for 10 years | 118.55 | 168.97 | 70% |
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