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FWGIX vs GDGSX
FWGIX vs GDGSX Comparison
Open Charts FWGIX vs GDGSX
American Funds Capital World Gr&Inc F3
Price$69.08
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
Sit Global Dividend Growth S
Price$29.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets56.79M
FWGIX vs GDGSX Comparison Chart
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FWGIX vs. GDGSX 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 GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. GDGSX (56.8M). FWGIX pays higher dividends than GDGSX: FWGIX (1.85) vs GDGSX (0.60). 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 : 10.97 vs. FWGIX (6.73). GDGSX return over 5 years is better than : 75.09 vs. FWGIX (47.57).
| 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 | 9.193 | 5.040 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 56.8M | 230,634% |
| Annual Yield % from dividends | 1.85 | 0.60 | 308% |
| Returns for 1 year | 6.73 | 10.97 | 61% |
| Returns for 3 years | 30.07 | 40.08 | 75% |
| Returns for 5 years | 47.57 | 75.09 | 63% |
| Returns for 10 years | N/A | 119.39 | - |
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