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FWCGX vs GDGSX
FWCGX vs GDGSX Comparison
Open Charts FWCGX vs GDGSX
American Funds Capital World Gr&Inc529F3
Price$63.10
Change+$0.99 (+1.59%)
VolumeN/A
Net Assets119.48B
Sit Global Dividend Growth S
Price$27.21
Change+$0.48 (+1.80%)
VolumeN/A
Net Assets52.01M
FWCGX vs GDGSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 119B vs. GDGSX (52M). FWCGX pays higher dividends than GDGSX: FWCGX (1.93) vs GDGSX (0.67). FWCGX was incepted earlier than GDGSX: FWCGX (4 years) vs GDGSX (17 years). GDGSX (1.50) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.42). FWCGX has a lower initial minimum investment than GDGSX: FWCGX (250) vs GDGSX (5000). GDGSX annual gain was more profitable for investors over the last year : 6.99 vs. FWCGX (1.74).
| FWCGX | GDGSX | FWCGX / GDGSX | |
| Total Expense Ratio | 0.47 | 1.25 | 38% |
| Annual Report Gross Expense Ratio | 0.47 | 1.50 | 31% |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | -0.286 | -3.779 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 52M | 228,846% |
| Annual Yield % from dividends | 1.93 | 0.67 | 288% |
| Returns for 1 year | 1.74 | 6.99 | 25% |
| Returns for 3 years | 21.61 | 24.98 | 86% |
| Returns for 5 years | N/A | 81.83 | - |
| Returns for 10 years | N/A | 97.92 | - |
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