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ADAVX vs CWGCX
ADAVX vs CWGCX Comparison
Open Charts ADAVX vs CWGCX
abrdn Dynamic Dividend A
Price$4.16
Change+$0.03 (+0.73%)
VolumeN/A
Net Assets87.21M
American Funds Capital World Gr&Inc C
Price$61.32
Change+$0.82 (+1.36%)
VolumeN/A
Net Assets117.94B
ADAVX vs CWGCX Comparison Chart
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ADAVX vs. CWGCX commentary
Apr 25, 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: 118B vs. ADAVX (87.2M). 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 : 3.93 vs. CWGCX (-2.22). ADAVX return over 5 years is better than : 60.55 vs. CWGCX (43.13).
| 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 | -2.008 | -3.450 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 118B | 0% |
| Annual Yield % from dividends | 4.87 | 0.93 | 524% |
| Returns for 1 year | 3.93 | -2.22 | -177% |
| Returns for 3 years | 11.40 | 12.83 | 89% |
| Returns for 5 years | 60.55 | 43.13 | 140% |
| Returns for 10 years | 71.36 | 28.60 | 250% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| HEDJ | 46.35 | 0.89 | +1.96% |
| WisdomTree Europe Hedged Equity ETF | |||
| ETB | 12.92 | 0.14 | +1.10% |
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| ETEC | 16.99 | N/A | N/A |
| iShares Breakthrough Envirtl Sol ETF | |||
| HYRM | 22.92 | -0.01 | -0.06% |
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| RISR | 37.31 | -0.06 | -0.16% |
| FolioBeyond Alt Inc and Int Rt Hdg ETF | |||