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GDGSX vs RWIEX
GDGSX vs RWIEX Comparison
Open Charts GDGSX vs RWIEX
Sit Global Dividend Growth S
Price$26.71
Change+$2.01 (+8.14%)
VolumeN/A
Net Assets47.92M
American Funds Capital World Gr&Inc R4
Price$60.55
Change+$3.90 (+6.88%)
VolumeN/A
Net Assets116.98B
GDGSX vs RWIEX Comparison Chart
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GDGSX vs. RWIEX commentary
Apr 11, 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 GDGSX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. GDGSX (47.9M). RWIEX pays higher dividends than GDGSX: RWIEX (1.63) vs GDGSX (0.67). GDGSX was incepted earlier than RWIEX: GDGSX (17 years) vs RWIEX (23 years). GDGSX (1.50) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.42). RWIEX has a lower initial minimum investment than GDGSX: RWIEX (250) vs GDGSX (5000). GDGSX annual gain was more profitable for investors over the last year : -3.17 vs. RWIEX (-10.88). GDGSX return over 5 years is better than : 69.12 vs. RWIEX (37.38).
| GDGSX | RWIEX | GDGSX / RWIEX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.50 | 0.76 | 197% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -11.151 | -10.309 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.9M | 117B | 0% |
| Annual Yield % from dividends | 0.67 | 1.63 | 41% |
| Returns for 1 year | -3.17 | -10.88 | 29% |
| Returns for 3 years | 11.12 | 1.43 | 779% |
| Returns for 5 years | 69.12 | 37.38 | 185% |
| Returns for 10 years | 84.34 | 23.61 | 357% |
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