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GDGIX vs WGIFX
GDGIX vs WGIFX Comparison
Open Charts GDGIX vs WGIFX
Sit Global Dividend Growth I
Price$31.35
Change+$0.22 (+0.71%)
VolumeN/A
Net Assets61.42M
American Funds Capital World Gr&Inc F2
Price$74.61
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
GDGIX vs WGIFX Comparison Chart in %
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GDGIX vs. WGIFX commentary
Sep 28, 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 Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 140B vs. GDGIX (61.4M). WGIFX pays higher dividends than GDGIX: WGIFX (1.64) vs GDGIX (0.84). 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 : 11.26 vs. WGIFX (9.69). GDGIX return over 5 years is better than : 85.70 vs. WGIFX (56.59).
| 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 | 13.260 | 19.049 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.4M | 140B | 0% |
| Annual Yield % from dividends | 0.84 | 1.64 | 52% |
| Returns for 1 year | 11.26 | 9.69 | 116% |
| Returns for 3 years | 75.35 | 71.01 | 106% |
| Returns for 5 years | 85.70 | 56.59 | 151% |
| Returns for 10 years | 168.97 | 91.92 | 184% |
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