Interact to see
Advertisement
Advertisement
GDGIX vs WGIFX
GDGIX vs WGIFX Comparison
Open Charts GDGIX vs WGIFX
Sit Global Dividend Growth I
Price$30.17
Change+$0.21 (+0.70%)
VolumeN/A
Net Assets59.16M
American Funds Capital World Gr&Inc F2
Price$71.27
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets135.09B
GDGIX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
GDGIX vs. WGIFX commentary
Aug 08, 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 WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 135B vs. GDGIX (59.2M). WGIFX pays higher dividends than GDGIX: WGIFX (1.67) vs GDGIX (0.86). GDGIX was incepted earlier than WGIFX: GDGIX (17 years) vs WGIFX (17 years). GDGIX (1.25) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. GDGIX (3.42). WGIFX has a lower initial minimum investment than GDGIX: WGIFX (250) vs GDGIX (100000). WGIFX (16.06) and GDGIX (15.78) have marching annual gain over last year. GDGIX return over 5 years is better than : 75.88 vs. WGIFX (47.18).
| GDGIX | WGIFX | GDGIX / WGIFX | |
| Total Expense Ratio | 1.00 | 0.52 | 192% |
| Annual Report Gross Expense Ratio | 1.25 | 0.52 | 240% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 8.238 | 13.360 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.2M | 135B | 0% |
| Annual Yield % from dividends | 0.86 | 1.67 | 51% |
| Returns for 1 year | 15.78 | 16.06 | 98% |
| Returns for 3 years | 46.08 | 43.78 | 105% |
| Returns for 5 years | 75.88 | 47.18 | 161% |
| Returns for 10 years | 132.06 | 61.41 | 215% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement