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CWIFX vs GDGIX
CWIFX vs GDGIX Comparison
Open Charts CWIFX vs GDGIX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Sit Global Dividend Growth I
Price$31.30
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets60.44M
CWIFX vs GDGIX Comparison Chart in %
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CWIFX vs. GDGIX 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 CWIFX is a Hold and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. GDGIX (60.4M). CWIFX pays higher dividends than GDGIX: CWIFX (1.49) vs GDGIX (0.79). 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 (3.52). CWIFX has a lower initial minimum investment than GDGIX: CWIFX (250) vs GDGIX (100000). CWIFX (12.35) and GDGIX (12.32) have marching annual gain over last year. GDGIX return over 5 years is better than : 70.48 vs. CWIFX (46.07).
| 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 | 19.117 | 12.887 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 60.4M | 230,132% |
| Annual Yield % from dividends | 1.49 | 0.79 | 189% |
| Returns for 1 year | 12.35 | 12.32 | 100% |
| Returns for 3 years | 52.31 | 57.50 | 91% |
| Returns for 5 years | 46.07 | 70.48 | 65% |
| Returns for 10 years | 100.03 | 146.14 | 68% |
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