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GDGSX vs WGIFX
GDGSX vs WGIFX Comparison
Open Charts GDGSX vs WGIFX
Sit Global Dividend Growth S
Price$31.08
Change-$0.13 (-0.42%)
VolumeN/A
Net Assets61.27M
American Funds Capital World Gr&Inc F2
Price$74.29
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
GDGSX vs WGIFX Comparison Chart in %
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GDGSX vs. WGIFX commentary
Sep 26, 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 (1.64) vs GDGSX (0.62). 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 annual gain was more profitable for investors over the last year : 11.47 vs. WGIFX (10.62). GDGSX return over 5 years is better than : 82.72 vs. WGIFX (55.92).
| 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 | 12.730 | 18.538 | 69% |
| 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 | 0.62 | 1.64 | 38% |
| Returns for 1 year | 11.47 | 10.62 | 108% |
| Returns for 3 years | 72.91 | 69.94 | 104% |
| Returns for 5 years | 82.72 | 55.92 | 148% |
| Returns for 10 years | 161.81 | 91.09 | 178% |
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