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GDGIX vs RWIFX
GDGIX vs RWIFX Comparison
Open Charts GDGIX vs RWIFX
Sit Global Dividend Growth I
Price$28.74
Change+$0.12 (+0.42%)
VolumeN/A
Net Assets55.14M
American Funds Capital World Gr&Inc R5
Price$66.07
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets128.53B
GDGIX vs RWIFX Comparison Chart
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GDGIX vs. RWIFX commentary
Jan 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 129B vs. GDGIX (55.1M). RWIFX pays higher dividends than GDGIX: RWIFX (1.94) vs GDGIX (0.96). GDGIX was incepted earlier than RWIFX: GDGIX (16 years) vs RWIFX (23 years). RWIFX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (6.09). 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 : 17.99 vs. RWIFX (12.20). GDGIX return over 5 years is better than : 67.69 vs. RWIFX (32.66).
| GDGIX | RWIFX | GDGIX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 3.270 | 3.949 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.1M | 129B | 0% |
| Annual Yield % from dividends | 0.96 | 1.94 | 50% |
| Returns for 1 year | 17.99 | 12.20 | 148% |
| Returns for 3 years | 30.08 | 14.51 | 207% |
| Returns for 5 years | 67.69 | 32.66 | 207% |
| Returns for 10 years | 127.59 | 49.75 | 256% |
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