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FWGIX vs GDGSX
FWGIX vs GDGSX Comparison
Open Charts FWGIX vs GDGSX
American Funds Capital World Gr&Inc F3
Price$63.10
Change+$1.00 (+1.61%)
VolumeN/A
Net Assets119.48B
Sit Global Dividend Growth S
Price$27.21
Change+$0.48 (+1.80%)
VolumeN/A
Net Assets52.01M
FWGIX vs GDGSX Comparison Chart
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FWGIX vs. GDGSX 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 GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 119B vs. GDGSX (52M). FWGIX pays higher dividends than GDGSX: FWGIX (1.98) vs GDGSX (0.67). FWGIX was incepted earlier than GDGSX: FWGIX (8 years) vs GDGSX (17 years). GDGSX (1.50) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.42). GDGSX has a lower initial minimum investment than FWGIX: GDGSX (5000) vs FWGIX (1000000). GDGSX annual gain was more profitable for investors over the last year : 6.99 vs. FWGIX (1.81). GDGSX return over 5 years is better than : 81.83 vs. FWGIX (52.86).
| FWGIX | GDGSX | FWGIX / GDGSX | |
| Total Expense Ratio | 0.41 | 1.25 | 33% |
| Annual Report Gross Expense Ratio | 0.41 | 1.50 | 27% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | -0.259 | -3.779 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 52M | 228,846% |
| Annual Yield % from dividends | 1.98 | 0.67 | 295% |
| Returns for 1 year | 1.81 | 6.99 | 26% |
| Returns for 3 years | 19.50 | 24.98 | 78% |
| Returns for 5 years | 52.86 | 81.83 | 65% |
| Returns for 10 years | N/A | 97.92 | - |