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FWGIX vs GDGSX
FWGIX vs GDGSX Comparison
Open Charts FWGIX vs GDGSX
American Funds Capital World Gr&Inc F3
Price$71.35
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
Sit Global Dividend Growth S
Price$29.94
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets58.57M
FWGIX vs GDGSX Comparison Chart in %
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FWGIX vs. GDGSX 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 GDGSX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 135B vs. GDGSX (58.6M). FWGIX pays higher dividends than GDGSX: FWGIX (1.77) vs GDGSX (0.58). 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 : 7.88 vs. FWGIX (7.26). GDGSX return over 5 years is better than : 78.09 vs. FWGIX (50.42).
| 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 | 13.441 | 7.890 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 58.6M | 230,375% |
| Annual Yield % from dividends | 1.77 | 0.58 | 305% |
| Returns for 1 year | 7.26 | 7.88 | 92% |
| Returns for 3 years | 53.25 | 54.83 | 97% |
| Returns for 5 years | 50.42 | 78.09 | 65% |
| Returns for 10 years | N/A | 121.97 | - |
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