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FWGIX vs GDGIX
FWGIX vs GDGIX Comparison
Open Charts FWGIX vs GDGIX
American Funds Capital World Gr&Inc F3
Price$71.64
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
FWGIX vs GDGIX Comparison Chart in %
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FWGIX vs. GDGIX commentary
Jul 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a Buy and GDGIX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 135B vs. GDGIX (58.8M). FWGIX pays higher dividends than GDGIX: FWGIX (1.77) vs GDGIX (0.81). FWGIX was incepted earlier than GDGIX: FWGIX (8 years) vs GDGIX (17 years). GDGIX (1.25) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). GDGIX has a lower initial minimum investment than FWGIX: GDGIX (100000) vs FWGIX (1000000). GDGIX (9.48) and FWGIX (9.32) have marching annual gain over last year. GDGIX return over 5 years is better than : 80.84 vs. FWGIX (51.03).
| FWGIX | GDGIX | FWGIX / GDGIX | |
| Total Expense Ratio | 0.41 | 1.00 | 41% |
| Annual Report Gross Expense Ratio | 0.41 | 1.25 | 33% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 13.902 | 8.310 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 58.8M | 229,592% |
| Annual Yield % from dividends | 1.77 | 0.81 | 219% |
| Returns for 1 year | 9.32 | 9.48 | 98% |
| Returns for 3 years | 53.96 | 57.51 | 94% |
| Returns for 5 years | 51.03 | 80.84 | 63% |
| Returns for 10 years | N/A | 128.22 | - |
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