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FWGIX vs GDGIX
FWGIX vs GDGIX Comparison
Open Charts FWGIX vs GDGIX
American Funds Capital World Gr&Inc F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Sit Global Dividend Growth I
Price$29.23
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets56.79M
FWGIX vs GDGIX Comparison Chart
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FWGIX vs. GDGIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. GDGIX (56.8M). FWGIX pays higher dividends than GDGIX: FWGIX (1.85) vs GDGIX (0.84). 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 annual gain was more profitable for investors over the last year : 11.28 vs. FWGIX (6.73). GDGIX return over 5 years is better than : 77.28 vs. FWGIX (47.57).
| 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 | 9.193 | 5.147 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 56.8M | 230,634% |
| Annual Yield % from dividends | 1.85 | 0.84 | 221% |
| Returns for 1 year | 6.73 | 11.28 | 60% |
| Returns for 3 years | 30.07 | 41.12 | 73% |
| Returns for 5 years | 47.57 | 77.28 | 62% |
| Returns for 10 years | N/A | 124.97 | - |
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