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ADAVX vs CWGFX
ADAVX vs CWGFX Comparison
Open Charts ADAVX vs CWGFX
abrdn Dynamic Dividend A
Price$4.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets94.97M
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
ADAVX vs CWGFX Comparison Chart
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ADAVX vs. CWGFX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 127B vs. ADAVX (95M). ADAVX pays higher dividends than CWGFX: ADAVX (5.28) vs CWGFX (1.64). ADAVX was incepted earlier than CWGFX: ADAVX (13 years) vs CWGFX (24 years). ADAVX is a more actively managed with annual turnover of: 62.85 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than ADAVX: CWGFX (250) vs ADAVX (1000). ADAVX (11.34) and CWGFX (10.89) have marching annual gain over last year. ADAVX return over 5 years is better than : 33.50 vs. CWGFX (27.58).
| ADAVX | CWGFX | ADAVX / CWGFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 2.079 | 2.051 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95M | 127B | 0% |
| Annual Yield % from dividends | 5.28 | 1.64 | 322% |
| Returns for 1 year | 11.34 | 10.89 | 104% |
| Returns for 3 years | 8.09 | 8.51 | 95% |
| Returns for 5 years | 33.50 | 27.58 | 121% |
| Returns for 10 years | 93.80 | 47.73 | 197% |
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