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CWIFX vs GDGSX
CWIFX vs GDGSX Comparison
Open Charts CWIFX vs GDGSX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Sit Global Dividend Growth S
Price$31.26
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets60.44M
CWIFX vs GDGSX Comparison Chart in %
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CWIFX vs. GDGSX 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 GDGSX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. GDGSX (60.4M). CWIFX pays higher dividends than GDGSX: CWIFX (1.49) vs GDGSX (0.57). CWIFX was incepted earlier than GDGSX: CWIFX (23 years) vs GDGSX (17 years). GDGSX (1.50) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.52). CWIFX has a lower initial minimum investment than GDGSX: CWIFX (250) vs GDGSX (5000). CWIFX (12.35) and GDGSX (12.02) have marching annual gain over last year. GDGSX return over 5 years is better than : 68.37 vs. CWIFX (46.07).
| CWIFX | GDGSX | CWIFX / GDGSX | |
| Total Expense Ratio | 0.86 | 1.25 | 69% |
| Annual Report Gross Expense Ratio | 0.86 | 1.50 | 57% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 19.117 | 12.650 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 60.4M | 230,132% |
| Annual Yield % from dividends | 1.49 | 0.57 | 262% |
| Returns for 1 year | 12.35 | 12.02 | 103% |
| Returns for 3 years | 52.31 | 56.31 | 93% |
| Returns for 5 years | 46.07 | 68.37 | 67% |
| Returns for 10 years | 100.03 | 139.99 | 71% |
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