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GDGIX vs RWIFX
GDGIX vs RWIFX Comparison
Open Charts GDGIX vs RWIFX
Sit Global Dividend Growth I
Price$30.52
Change-$0.18 (-0.59%)
VolumeN/A
Net Assets59.64M
American Funds Capital World Gr&Inc R5
Price$72.83
Change-$0.42 (-0.57%)
VolumeN/A
Net Assets136.73B
GDGIX vs RWIFX Comparison Chart in %
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GDGIX vs. RWIFX commentary
Aug 30, 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: 137B vs. GDGIX (59.6M). RWIFX pays higher dividends than GDGIX: RWIFX (1.72) vs GDGIX (0.86). 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 : 10.67 vs. RWIFX (10.09). GDGIX return over 5 years is better than : 72.88 vs. RWIFX (44.99).
| 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 | 10.912 | 15.674 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.6M | 137B | 0% |
| Annual Yield % from dividends | 0.86 | 1.72 | 50% |
| Returns for 1 year | 10.67 | 10.09 | 106% |
| Returns for 3 years | 56.27 | 51.32 | 110% |
| Returns for 5 years | 72.88 | 44.99 | 162% |
| Returns for 10 years | 157.61 | 80.38 | 196% |
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