Ad is loading...
ADAVX vs CWGCX
ADAVX vs CWGCX Comparison
Open Charts ADAVX vs CWGCX
abrdn Dynamic Dividend A
Price$4.43
Change-$0.05 (-1.12%)
VolumeN/A
Net Assets94.74M
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
ADAVX vs CWGCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ADAVX vs. CWGCX commentary
Feb 23, 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 StrongBuy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. ADAVX (94.7M). ADAVX pays higher dividends than CWGCX: ADAVX (5.28) vs CWGCX (1.04). ADAVX was incepted earlier than CWGCX: ADAVX (13 years) vs CWGCX (24 years). ADAVX is a more actively managed with annual turnover of: 62.85 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 : 9.66 vs. CWGCX (6.26). ADAVX return over 5 years is better than : 37.22 vs. CWGCX (29.73).
| ADAVX | CWGCX | ADAVX / CWGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 4.164 | 4.224 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 128B | 0% |
| Annual Yield % from dividends | 5.28 | 1.04 | 506% |
| Returns for 1 year | 9.66 | 6.26 | 154% |
| Returns for 3 years | 13.93 | 14.81 | 94% |
| Returns for 5 years | 37.22 | 29.73 | 125% |
| Returns for 10 years | 87.22 | 41.32 | 211% |