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CWIFX vs GDGIX
CWIFX vs GDGIX Comparison
Open Charts CWIFX vs GDGIX
American Funds Capital World Gr&Inc 529F
Price$71.07
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
Sit Global Dividend Growth I
Price$30.17
Change+$0.21 (+0.70%)
VolumeN/A
Net Assets59.16M
CWIFX vs GDGIX Comparison Chart in %
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CWIFX vs. GDGIX commentary
Aug 08, 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 StrongBuy and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. GDGIX (59.2M). CWIFX pays higher dividends than GDGIX: CWIFX (1.60) vs GDGIX (0.86). 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). CWIFX (15.94) and GDGIX (15.78) have marching annual gain over last year. GDGIX return over 5 years is better than : 75.88 vs. CWIFX (50.90).
| 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 | 13.322 | 8.238 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 59.2M | 228,041% |
| Annual Yield % from dividends | 1.60 | 0.86 | 186% |
| Returns for 1 year | 15.94 | 15.78 | 101% |
| Returns for 3 years | 44.92 | 46.08 | 97% |
| Returns for 5 years | 50.90 | 75.88 | 67% |
| Returns for 10 years | 84.63 | 132.06 | 64% |
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