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ADAVX vs CWGFX
ADAVX vs CWGFX Comparison
Open Charts ADAVX vs CWGFX
abrdn Dynamic Dividend A
Price$4.85
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets97.07M
American Funds Capital World Gr&Inc F1
Price$75.95
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
ADAVX vs CWGFX Comparison Chart in %
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ADAVX vs. CWGFX commentary
Oct 07, 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: 142B vs. ADAVX (97.1M). ADAVX pays higher dividends than CWGFX: ADAVX (4.79) vs CWGFX (1.35). 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 : 13.52 vs. CWGFX (12.21). ADAVX return over 5 years is better than : 61.34 vs. CWGFX (53.30).
| 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 | 17.270 | 21.077 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.1M | 142B | 0% |
| Annual Yield % from dividends | 4.79 | 1.35 | 355% |
| Returns for 1 year | 13.52 | 12.21 | 111% |
| Returns for 3 years | 57.63 | 69.66 | 83% |
| Returns for 5 years | 61.34 | 53.30 | 115% |
| Returns for 10 years | 127.86 | 79.12 | 162% |
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