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GDGIX vs RWICX
GDGIX vs RWICX Comparison
Open Charts GDGIX vs RWICX
Sit Global Dividend Growth I
Price$26.12
Change-$0.64 (-2.39%)
VolumeN/A
Net Assets51.91M
American Funds Capital World Gr&Inc R3
Price$59.23
Change-$0.98 (-1.63%)
VolumeN/A
Net Assets116.98B
GDGIX vs RWICX Comparison Chart
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GDGIX vs. RWICX commentary
Apr 11, 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 GDGIX is a Hold and RWICX is a Hold.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 117B vs. GDGIX (51.9M). RWICX pays higher dividends than GDGIX: RWICX (1.35) vs GDGIX (0.91). GDGIX was incepted earlier than RWICX: GDGIX (17 years) vs RWICX (23 years). GDGIX (1.25) is less costly to investors than RWICX (1.06). RWICX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). RWICX has a lower initial minimum investment than GDGIX: RWICX (250) vs GDGIX (100000). GDGIX annual gain was more profitable for investors over the last year : -2.93 vs. RWICX (-4.38). GDGIX return over 5 years is better than : 71.35 vs. RWICX (45.30).
| GDGIX | RWICX | GDGIX / RWICX | |
| Total Expense Ratio | 1.00 | 1.06 | 94% |
| Annual Report Gross Expense Ratio | 1.25 | 1.06 | 118% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -11.103 | -4.225 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.9M | 117B | 0% |
| Annual Yield % from dividends | 0.91 | 1.35 | 67% |
| Returns for 1 year | -2.93 | -4.38 | 67% |
| Returns for 3 years | 11.93 | 9.13 | 131% |
| Returns for 5 years | 71.35 | 45.30 | 158% |
| Returns for 10 years | 89.06 | 31.04 | 287% |
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