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GDGIX vs RWIFX
GDGIX vs RWIFX Comparison
Open Charts GDGIX vs RWIFX
Sit Global Dividend Growth I
Price$29.23
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets56.79M
American Funds Capital World Gr&Inc R5
Price$69.13
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
GDGIX vs RWIFX Comparison Chart
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GDGIX vs. RWIFX 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 GDGIX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. GDGIX (56.8M). RWIFX pays higher dividends than GDGIX: RWIFX (1.80) 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 : 11.28 vs. RWIFX (6.69). GDGIX return over 5 years is better than : 77.28 vs. RWIFX (47.37).
| 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 | 5.147 | 9.173 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.8M | 131B | 0% |
| Annual Yield % from dividends | 0.84 | 1.80 | 46% |
| Returns for 1 year | 11.28 | 6.69 | 169% |
| Returns for 3 years | 41.12 | 29.94 | 137% |
| Returns for 5 years | 77.28 | 47.37 | 163% |
| Returns for 10 years | 124.97 | 54.73 | 228% |
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