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FCWGX vs GDGSX
FCWGX vs GDGSX Comparison
Open Charts FCWGX vs GDGSX
American Funds Capital World Gr&Inc529F2
Price$69.10
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Sit Global Dividend Growth S
Price$29.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets56.79M
FCWGX vs GDGSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. GDGSX (56.8M). FCWGX pays higher dividends than GDGSX: FCWGX (1.75) vs GDGSX (0.60). FCWGX was incepted earlier than GDGSX: FCWGX (5 years) vs GDGSX (17 years). GDGSX (1.50) is less costly to investors than FCWGX (0.52). FCWGX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.42). FCWGX has a lower initial minimum investment than GDGSX: FCWGX (250) vs GDGSX (5000). GDGSX annual gain was more profitable for investors over the last year : 10.97 vs. FCWGX (6.63).
| FCWGX | GDGSX | FCWGX / GDGSX | |
| Total Expense Ratio | 0.52 | 1.25 | 42% |
| Annual Report Gross Expense Ratio | 0.52 | 1.50 | 35% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 9.146 | 5.040 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 56.8M | 230,634% |
| Annual Yield % from dividends | 1.75 | 0.60 | 292% |
| Returns for 1 year | 6.63 | 10.97 | 60% |
| Returns for 3 years | 32.24 | 40.08 | 80% |
| Returns for 5 years | N/A | 75.09 | - |
| Returns for 10 years | N/A | 119.39 | - |
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