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ADAVX vs CWGCX
ADAVX vs CWGCX Comparison
Open Charts ADAVX vs CWGCX
abrdn Dynamic Dividend A
Price$4.54
Change+$0.02 (+0.44%)
VolumeN/A
Net Assets92.31M
American Funds Capital World Gr&Inc C
Price$70.40
Change+$0.42 (+0.60%)
VolumeN/A
Net Assets134.28B
ADAVX vs CWGCX Comparison Chart in %
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ADAVX vs. CWGCX commentary
Aug 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 134B vs. ADAVX (92.3M). ADAVX pays higher dividends than CWGCX: ADAVX (5.08) vs CWGCX (0.84). ADAVX was incepted earlier than CWGCX: ADAVX (14 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). CWGCX annual gain was more profitable for investors over the last year : 14.89 vs. ADAVX (13.66). ADAVX return over 5 years is better than : 50.15 vs. CWGCX (42.10).
| ADAVX | CWGCX | ADAVX / CWGCX | |
| Total Expense Ratio | 1.50 | 1.49 | 101% |
| Annual Report Gross Expense Ratio | 1.69 | 1.49 | 113% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 8.630 | 12.733 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.3M | 134B | 0% |
| Annual Yield % from dividends | 5.08 | 0.84 | 609% |
| Returns for 1 year | 13.66 | 14.89 | 92% |
| Returns for 3 years | 29.12 | 40.20 | 72% |
| Returns for 5 years | 50.15 | 42.10 | 119% |
| Returns for 10 years | 99.40 | 55.76 | 178% |