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GDGSX vs WGIFX
GDGSX vs WGIFX Comparison
Open Charts GDGSX vs WGIFX
Sit Global Dividend Growth S
Price$30.38
Change+$0.19 (+0.63%)
VolumeN/A
Net Assets59.66M
American Funds Capital World Gr&Inc F2
Price$72.29
Change+$0.16 (+0.22%)
VolumeN/A
Net Assets136.85B
GDGSX vs WGIFX Comparison Chart in %
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GDGSX vs. WGIFX commentary
Sep 05, 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: 137B vs. GDGSX (59.7M). 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). WGIFX annual gain was more profitable for investors over the last year : 11.33 vs. GDGSX (10.38). GDGSX return over 5 years is better than : 72.09 vs. WGIFX (46.66).
| 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 | 9.046 | 14.983 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.7M | 137B | 0% |
| Annual Yield % from dividends | 0.62 | 1.64 | 38% |
| Returns for 1 year | 10.38 | 11.33 | 92% |
| Returns for 3 years | 55.55 | 52.63 | 106% |
| Returns for 5 years | 72.09 | 46.66 | 155% |
| Returns for 10 years | 147.33 | 79.02 | 186% |
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