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ADAVX vs CWGFX
ADAVX vs CWGFX Comparison
Open Charts ADAVX vs CWGFX
abrdn Dynamic Dividend A
Price$4.46
Change+$0.02 (+0.45%)
VolumeN/A
Net Assets91.91M
American Funds Capital World Gr&Inc F1
Price$68.89
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
ADAVX vs CWGFX Comparison Chart
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ADAVX vs. CWGFX commentary
Jun 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: 131B vs. ADAVX (91.9M). ADAVX pays higher dividends than CWGFX: ADAVX (4.72) vs CWGFX (1.49). ADAVX was incepted earlier than CWGFX: ADAVX (13 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 : 7.35 vs. CWGFX (6.31). ADAVX return over 5 years is better than : 50.04 vs. CWGFX (45.68).
| ADAVX | CWGFX | ADAVX / CWGFX | |
| Total Expense Ratio | 1.50 | 0.80 | 188% |
| Annual Report Gross Expense Ratio | 1.69 | 0.80 | 211% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 5.806 | 9.010 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.9M | 131B | 0% |
| Annual Yield % from dividends | 4.72 | 1.49 | 317% |
| Returns for 1 year | 7.35 | 6.31 | 117% |
| Returns for 3 years | 21.96 | 28.90 | 76% |
| Returns for 5 years | 50.04 | 45.68 | 110% |
| Returns for 10 years | 90.44 | 52.89 | 171% |
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