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GDGSX vs WGIFX
GDGSX vs WGIFX Comparison
Open Charts GDGSX vs WGIFX
Sit Global Dividend Growth S
Price$30.32
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets59.51M
American Funds Capital World Gr&Inc F2
Price$71.81
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.03B
GDGSX vs WGIFX Comparison Chart in %
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GDGSX vs. WGIFX commentary
Aug 10, 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 WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 136B vs. GDGSX (59.5M). WGIFX pays higher dividends than GDGSX: WGIFX (1.67) vs GDGSX (0.63). GDGSX was incepted earlier than WGIFX: GDGSX (17 years) vs WGIFX (17 years). GDGSX (1.50) is less costly to investors than WGIFX (0.52). WGIFX is a more actively managed with annual turnover of: 27.00 vs. GDGSX (3.42). WGIFX has a lower initial minimum investment than GDGSX: WGIFX (250) vs GDGSX (5000). GDGSX (15.38) and WGIFX (14.63) have marching annual gain over last year. GDGSX return over 5 years is better than : 75.93 vs. WGIFX (48.30).
| GDGSX | WGIFX | GDGSX / WGIFX | |
| Total Expense Ratio | 1.25 | 0.52 | 240% |
| Annual Report Gross Expense Ratio | 1.50 | 0.52 | 288% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 9.515 | 14.219 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.5M | 136B | 0% |
| Annual Yield % from dividends | 0.63 | 1.67 | 38% |
| Returns for 1 year | 15.38 | 14.63 | 105% |
| Returns for 3 years | 47.38 | 45.15 | 105% |
| Returns for 5 years | 75.93 | 48.30 | 157% |
| Returns for 10 years | 128.66 | 62.63 | 205% |
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