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ADAVX vs CWGFX
ADAVX vs CWGFX Comparison
Open Charts ADAVX vs CWGFX
abrdn Dynamic Dividend A
Price$4.77
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets94.71M
American Funds Capital World Gr&Inc F1
Price$74.59
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets138.65B
ADAVX vs CWGFX Comparison Chart in %
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ADAVX vs. CWGFX commentary
Nov 20, 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 Hold and CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 139B vs. ADAVX (94.7M). ADAVX pays higher dividends than CWGFX: ADAVX (4.75) vs CWGFX (1.32). ADAVX was incepted earlier than CWGFX: ADAVX (14 years) vs CWGFX (25 years). ADAVX (1.69) is less costly to investors than CWGFX (0.80). ADAVX is a more actively managed with annual turnover of: 75.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than ADAVX: CWGFX (250) vs ADAVX (1000). ADAVX annual gain was more profitable for investors over the last year : 15.24 vs. CWGFX (12.16). ADAVX return over 5 years is better than : 50.82 vs. CWGFX (41.60).
| ADAVX | CWGFX | ADAVX / CWGFX | |
| Total Expense Ratio | 1.50 | 0.80 | 188% |
| Annual Report Gross Expense Ratio | 1.69 | 0.80 | 211% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 15.792 | 18.909 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 139B | 0% |
| Annual Yield % from dividends | 4.75 | 1.32 | 359% |
| Returns for 1 year | 15.24 | 12.16 | 125% |
| Returns for 3 years | 40.06 | 50.59 | 79% |
| Returns for 5 years | 50.82 | 41.60 | 122% |
| Returns for 10 years | 123.42 | 73.79 | 167% |
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