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GDGIX vs RWIFX
GDGIX vs RWIFX Comparison
Open Charts GDGIX vs RWIFX
Sit Global Dividend Growth I
Price$30.12
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets58.85M
American Funds Capital World Gr&Inc R5
Price$71.70
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
GDGIX vs RWIFX Comparison Chart in %
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GDGIX vs. RWIFX 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 GDGIX is a Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. GDGIX (58.8M). RWIFX pays higher dividends than GDGIX: RWIFX (1.72) vs GDGIX (0.81). 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 (9.48) and RWIFX (9.28) have marching annual gain over last year. GDGIX return over 5 years is better than : 80.84 vs. RWIFX (50.80).
| 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 | 8.310 | 13.880 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.8M | 135B | 0% |
| Annual Yield % from dividends | 0.81 | 1.72 | 47% |
| Returns for 1 year | 9.48 | 9.28 | 102% |
| Returns for 3 years | 57.51 | 53.80 | 107% |
| Returns for 5 years | 80.84 | 50.80 | 159% |
| Returns for 10 years | 128.22 | 60.23 | 213% |
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