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FWGIX vs GDGIX
FWGIX vs GDGIX Comparison
Open Charts FWGIX vs GDGIX
American Funds Capital World Gr&Inc F3
Price$63.10
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
Sit Global Dividend Growth I
Price$27.24
Change+$0.48 (+1.79%)
VolumeN/A
Net Assets52.01M
FWGIX vs GDGIX Comparison Chart
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FWGIX vs. GDGIX commentary
Apr 25, 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: 119B vs. GDGIX (52M). FWGIX pays higher dividends than GDGIX: FWGIX (1.98) vs GDGIX (0.91). 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 : 7.25 vs. FWGIX (1.81). GDGIX return over 5 years is better than : 84.16 vs. FWGIX (52.86).
| 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 | -0.259 | -3.705 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 52M | 228,846% |
| Annual Yield % from dividends | 1.98 | 0.91 | 218% |
| Returns for 1 year | 1.81 | 7.25 | 25% |
| Returns for 3 years | 19.50 | 25.88 | 75% |
| Returns for 5 years | 52.86 | 84.16 | 63% |
| Returns for 10 years | N/A | 103.04 | - |