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GDGSX vs WGIFX
GDGSX vs WGIFX Comparison
Open Charts GDGSX vs WGIFX
Sit Global Dividend Growth S
Price$31.46
Change+$0.06 (+0.19%)
VolumeN/A
Net Assets61.34M
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
GDGSX vs WGIFX Comparison Chart in %
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GDGSX vs. WGIFX commentary
Oct 18, 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. GDGSX (61.3M). WGIFX pays higher dividends than GDGSX: WGIFX (1.59) vs GDGSX (0.60). 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 (3.52). WGIFX has a lower initial minimum investment than GDGSX: WGIFX (250) vs GDGSX (5000). WGIFX annual gain was more profitable for investors over the last year : 11.05 vs. GDGSX (10.32). GDGSX return over 5 years is better than : 75.67 vs. WGIFX (52.11).
| 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 | 13.481 | 20.182 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.3M | 141B | 0% |
| Annual Yield % from dividends | 0.60 | 1.59 | 38% |
| Returns for 1 year | 10.32 | 11.05 | 93% |
| Returns for 3 years | 70.62 | 68.14 | 104% |
| Returns for 5 years | 75.67 | 52.11 | 145% |
| Returns for 10 years | 146.69 | 78.84 | 186% |