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ADAVX vs CWGCX
ADAVX vs CWGCX Comparison
Open Charts ADAVX vs CWGCX
abrdn Dynamic Dividend A
Price$4.31
Change+$0.02 (+0.47%)
VolumeN/A
Net Assets91.76M
American Funds Capital World Gr&Inc C
Price$63.10
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets123.19B
ADAVX vs CWGCX Comparison Chart
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ADAVX vs. CWGCX commentary
Apr 04, 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 ADAVX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. ADAVX (91.8M). ADAVX pays higher dividends than CWGCX: ADAVX (4.87) vs CWGCX (0.93). ADAVX was incepted earlier than CWGCX: ADAVX (13 years) vs CWGCX (24 years). ADAVX (1.69) is less costly to investors than CWGCX (1.49). ADAVX is a more actively managed with annual turnover of: 75.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than ADAVX: CWGCX (250) vs ADAVX (1000). ADAVX annual gain was more profitable for investors over the last year : 5.68 vs. CWGCX (0.08). ADAVX return over 5 years is better than : 84.54 vs. CWGCX (64.18).
| ADAVX | CWGCX | ADAVX / CWGCX | |
| Total Expense Ratio | 1.51 | 1.49 | 101% |
| Annual Report Gross Expense Ratio | 1.69 | 1.49 | 113% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 1.314 | 0.700 | 188% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.8M | 123B | 0% |
| Annual Yield % from dividends | 4.87 | 0.93 | 524% |
| Returns for 1 year | 5.68 | 0.08 | 7,442% |
| Returns for 3 years | 10.11 | 10.58 | 96% |
| Returns for 5 years | 84.54 | 64.18 | 132% |
| Returns for 10 years | 81.54 | 38.58 | 211% |