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GDGIX vs RWIFX
GDGIX vs RWIFX Comparison
Open Charts GDGIX vs RWIFX
Sit Global Dividend Growth I
Price$31.35
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets61.42M
American Funds Capital World Gr&Inc R5
Price$74.75
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
GDGIX vs RWIFX Comparison Chart in %
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GDGIX vs. RWIFX commentary
Sep 28, 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. GDGIX (61.4M). RWIFX pays higher dividends than GDGIX: RWIFX (1.69) vs GDGIX (0.84). GDGIX was incepted earlier than RWIFX: GDGIX (17 years) vs RWIFX (23 years). GDGIX (1.25) is less costly to investors than RWIFX (0.46). RWIFX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). RWIFX has a lower initial minimum investment than GDGIX: RWIFX (250) vs GDGIX (100000). GDGIX annual gain was more profitable for investors over the last year : 11.26 vs. RWIFX (9.77). GDGIX return over 5 years is better than : 85.70 vs. RWIFX (56.94).
| GDGIX | RWIFX | GDGIX / RWIFX | |
| Total Expense Ratio | 1.00 | 0.46 | 217% |
| Annual Report Gross Expense Ratio | 1.25 | 0.46 | 272% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 13.260 | 19.119 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.4M | 140B | 0% |
| Annual Yield % from dividends | 0.84 | 1.69 | 50% |
| Returns for 1 year | 11.26 | 9.77 | 115% |
| Returns for 3 years | 75.35 | 71.31 | 106% |
| Returns for 5 years | 85.70 | 56.94 | 151% |
| Returns for 10 years | 168.97 | 92.50 | 183% |
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