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ADAVX vs CWGFX
ADAVX vs CWGFX Comparison
Open Charts ADAVX vs CWGFX
abrdn Dynamic Dividend A
Price$4.16
Change+$0.03 (+0.73%)
VolumeN/A
Net Assets87.21M
American Funds Capital World Gr&Inc F1
Price$62.95
Change+$0.99 (+1.60%)
VolumeN/A
Net Assets119.48B
ADAVX vs CWGFX Comparison Chart
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ADAVX vs. CWGFX commentary
Apr 25, 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: 119B vs. ADAVX (87.2M). 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 : 3.93 vs. CWGFX (-1.52). ADAVX return over 5 years is better than : 60.55 vs. CWGFX (46.51).
| 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 | -2.008 | -3.269 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 119B | 0% |
| Annual Yield % from dividends | 4.87 | 1.59 | 306% |
| Returns for 1 year | 3.93 | -1.52 | -259% |
| Returns for 3 years | 11.40 | 14.67 | 78% |
| Returns for 5 years | 60.55 | 46.51 | 130% |
| Returns for 10 years | 71.36 | 31.67 | 225% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HEDJ | 46.35 | 0.89 | +1.96% |
| WisdomTree Europe Hedged Equity ETF | |||
| ETB | 12.92 | 0.14 | +1.10% |
| Eaton Vance Tax-Managed Buy-Write Income Fund | |||
| ETEC | 16.99 | N/A | N/A |
| iShares Breakthrough Envirtl Sol ETF | |||
| HYRM | 22.92 | -0.01 | -0.06% |
| Xtrackers Risk Managed USD HY Strat ETF | |||
| RISR | 37.31 | -0.06 | -0.16% |
| FolioBeyond Alt Inc and Int Rt Hdg ETF | |||