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ADAVX vs CWGFX
ADAVX vs CWGFX Comparison
Open Charts ADAVX vs CWGFX
abrdn Dynamic Dividend A
Price$4.31
Change+$0.02 (+0.47%)
VolumeN/A
Net Assets91.76M
American Funds Capital World Gr&Inc F1
Price$63.73
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
ADAVX vs CWGFX Comparison Chart
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ADAVX vs. CWGFX commentary
Apr 04, 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: 123B vs. ADAVX (91.8M). ADAVX pays higher dividends than CWGFX: ADAVX (4.87) vs CWGFX (1.59). 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 : 5.68 vs. CWGFX (0.81). ADAVX return over 5 years is better than : 84.54 vs. CWGFX (68.06).
| ADAVX | CWGFX | ADAVX / CWGFX | |
| Total Expense Ratio | 1.51 | 0.80 | 189% |
| Annual Report Gross Expense Ratio | 1.69 | 0.80 | 211% |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 1.314 | 0.845 | 156% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.8M | 123B | 0% |
| Annual Yield % from dividends | 4.87 | 1.59 | 306% |
| Returns for 1 year | 5.68 | 0.81 | 698% |
| Returns for 3 years | 10.11 | 12.38 | 82% |
| Returns for 5 years | 84.54 | 68.06 | 124% |
| Returns for 10 years | 81.54 | 41.91 | 195% |
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