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FCWGX vs GDGIX
FCWGX vs GDGIX Comparison
Open Charts FCWGX vs GDGIX
American Funds Capital World Gr&Inc529F2
Price$71.67
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
Sit Global Dividend Growth I
Price$30.12
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets58.85M
FCWGX vs GDGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 135B vs. GDGIX (58.8M). FCWGX pays higher dividends than GDGIX: FCWGX (1.68) vs GDGIX (0.81). FCWGX was incepted earlier than GDGIX: FCWGX (5 years) vs GDGIX (17 years). GDGIX (1.25) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). FCWGX has a lower initial minimum investment than GDGIX: FCWGX (250) vs GDGIX (100000). GDGIX (9.48) and FCWGX (9.22) have marching annual gain over last year.
| FCWGX | GDGIX | FCWGX / GDGIX | |
| Total Expense Ratio | 0.52 | 1.00 | 52% |
| Annual Report Gross Expense Ratio | 0.52 | 1.25 | 42% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 13.840 | 8.310 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 58.8M | 229,592% |
| Annual Yield % from dividends | 1.68 | 0.81 | 207% |
| Returns for 1 year | 9.22 | 9.48 | 97% |
| Returns for 3 years | 55.34 | 57.51 | 96% |
| Returns for 5 years | N/A | 80.84 | - |
| Returns for 10 years | N/A | 128.22 | - |
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