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CWIFX vs GDGSX
CWIFX vs GDGSX Comparison
Open Charts CWIFX vs GDGSX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Sit Global Dividend Growth S
Price$31.46
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets61.34M
CWIFX vs GDGSX Comparison Chart in %
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CWIFX vs. GDGSX commentary
Oct 18, 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: 141B vs. GDGSX (61.3M). CWIFX pays higher dividends than GDGSX: CWIFX (1.53) vs GDGSX (0.60). 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 annual gain was more profitable for investors over the last year : 11.07 vs. GDGSX (10.32). GDGSX return over 5 years is better than : 75.67 vs. CWIFX (55.41).
| 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 | 20.252 | 13.481 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 61.3M | 230,016% |
| Annual Yield % from dividends | 1.53 | 0.60 | 255% |
| Returns for 1 year | 11.07 | 10.32 | 107% |
| Returns for 3 years | 68.90 | 70.62 | 98% |
| Returns for 5 years | 55.41 | 75.67 | 73% |
| Returns for 10 years | 103.90 | 146.69 | 71% |