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GDGIX vs WGIFX
GDGIX vs WGIFX Comparison
Open Charts GDGIX vs WGIFX
Sit Global Dividend Growth I
Price$30.52
Change-$0.18 (-0.59%)
VolumeN/A
Net Assets59.64M
American Funds Capital World Gr&Inc F2
Price$72.69
Change-$0.42 (-0.57%)
VolumeN/A
Net Assets136.73B
GDGIX vs WGIFX Comparison Chart in %
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GDGIX vs. WGIFX 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 WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. GDGIX (59.6M). 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). GDGIX annual gain was more profitable for investors over the last year : 10.67 vs. WGIFX (10.02). GDGIX return over 5 years is better than : 72.88 vs. WGIFX (44.67).
| 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 | 10.912 | 15.619 | 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 | 1.67 | 51% |
| Returns for 1 year | 10.67 | 10.02 | 107% |
| Returns for 3 years | 56.27 | 51.11 | 110% |
| Returns for 5 years | 72.88 | 44.67 | 163% |
| Returns for 10 years | 157.61 | 79.88 | 197% |
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