Interact to see
Advertisement
Advertisement
FWCGX vs GDGSX
FWCGX vs GDGSX Comparison
Open Charts FWCGX vs GDGSX
American Funds Capital World Gr&Inc529F3
Price$71.36
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
FWCGX vs GDGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 135B vs. GDGSX (58.6M). FWCGX pays higher dividends than GDGSX: FWCGX (1.73) vs GDGSX (0.58). FWCGX was incepted earlier than GDGSX: FWCGX (5 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 : 7.88 vs. FWCGX (7.21).
| FWCGX | GDGSX | FWCGX / GDGSX | |
| Total Expense Ratio | 0.47 | 1.25 | 38% |
| Annual Report Gross Expense Ratio | 0.47 | 1.50 | 31% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 13.414 | 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 | 1.73 | 0.58 | 298% |
| Returns for 1 year | 7.21 | 7.88 | 92% |
| Returns for 3 years | 54.80 | 54.83 | 100% |
| Returns for 5 years | N/A | 78.09 | - |
| Returns for 10 years | N/A | 121.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement