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ADAVX vs CWGFX
ADAVX vs CWGFX Comparison
Open Charts ADAVX vs CWGFX
abrdn Dynamic Dividend A
Price$4.58
Change+$0.03 (+0.66%)
VolumeN/A
Net Assets93.28M
American Funds Capital World Gr&Inc F1
Price$71.48
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
ADAVX vs CWGFX Comparison Chart in %
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ADAVX vs. CWGFX commentary
Jul 18, 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. ADAVX (93.3M). ADAVX pays higher dividends than CWGFX: ADAVX (4.59) vs CWGFX (1.42). ADAVX was incepted earlier than CWGFX: ADAVX (14 years) vs CWGFX (24 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 : 7.53 vs. CWGFX (6.83). ADAVX return over 5 years is better than : 54.06 vs. CWGFX (48.34).
| 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 | 24 years | - |
| Gain YTD | 8.895 | 13.204 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.3M | 135B | 0% |
| Annual Yield % from dividends | 4.59 | 1.42 | 323% |
| Returns for 1 year | 7.53 | 6.83 | 110% |
| Returns for 3 years | 35.71 | 51.70 | 69% |
| Returns for 5 years | 54.06 | 48.34 | 112% |
| Returns for 10 years | 94.74 | 57.34 | 165% |
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