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ADAVX vs CWGFX
ADAVX vs CWGFX Comparison
Open Charts ADAVX vs CWGFX
abrdn Dynamic Dividend A
Price$4.54
Change+$0.02 (+0.44%)
VolumeN/A
Net Assets92.31M
American Funds Capital World Gr&Inc F1
Price$71.17
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
ADAVX vs CWGFX Comparison Chart in %
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ADAVX vs. CWGFX commentary
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 134B vs. ADAVX (92.3M). ADAVX pays higher dividends than CWGFX: ADAVX (5.08) 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). CWGFX annual gain was more profitable for investors over the last year : 15.72 vs. ADAVX (13.66). ADAVX return over 5 years is better than : 50.15 vs. CWGFX (45.70).
| 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 | 8.630 | 13.172 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.3M | 134B | 0% |
| Annual Yield % from dividends | 5.08 | 1.42 | 357% |
| Returns for 1 year | 13.66 | 15.72 | 87% |
| Returns for 3 years | 29.12 | 42.74 | 68% |
| Returns for 5 years | 50.15 | 45.70 | 110% |
| Returns for 10 years | 99.40 | 59.80 | 166% |
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