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FCWGX vs GDGSX
FCWGX vs GDGSX Comparison
Open Charts FCWGX vs GDGSX
American Funds Capital World Gr&Inc529F2
Price$71.38
Change+$0.21 (+0.30%)
VolumeN/A
Net Assets135.04B
Sit Global Dividend Growth S
Price$29.94
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets58.57M
FCWGX vs GDGSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 135B vs. GDGSX (58.6M). FCWGX pays higher dividends than GDGSX: FCWGX (1.68) vs GDGSX (0.58). 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 : 7.88 vs. FCWGX (7.15).
| 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 | 13.379 | 7.890 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 58.6M | 230,375% |
| Annual Yield % from dividends | 1.68 | 0.58 | 289% |
| Returns for 1 year | 7.15 | 7.88 | 91% |
| Returns for 3 years | 54.62 | 54.83 | 100% |
| Returns for 5 years | N/A | 78.09 | - |
| Returns for 10 years | N/A | 121.97 | - |
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