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ADAVX vs CWICX
ADAVX vs CWICX Comparison
Open Charts ADAVX vs CWICX
abrdn Dynamic Dividend A
Price$4.89
Change+$0.05 (+1.03%)
VolumeN/A
Net Assets97.36M
American Funds Capital World Gr&Inc 529C
Price$76.83
Change+$0.79 (+1.04%)
VolumeN/A
Net Assets142.78B
ADAVX vs CWICX Comparison Chart in %
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ADAVX vs. CWICX commentary
Oct 28, 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 Hold and CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 143B vs. ADAVX (97.4M). ADAVX pays higher dividends than CWICX: ADAVX (4.79) vs CWICX (0.71). ADAVX was incepted earlier than CWICX: ADAVX (14 years) vs CWICX (24 years). ADAVX (1.69) is less costly to investors than CWICX (1.53). ADAVX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than ADAVX: CWICX (250) vs ADAVX (1000). ADAVX annual gain was more profitable for investors over the last year : 15.29 vs. CWICX (14.04). ADAVX return over 5 years is better than : 69.90 vs. CWICX (59.51).
| ADAVX | CWICX | ADAVX / CWICX | |
| Total Expense Ratio | 1.50 | 1.53 | 98% |
| Annual Report Gross Expense Ratio | 1.69 | 1.53 | 110% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 17.739 | 22.277 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.4M | 143B | 0% |
| Annual Yield % from dividends | 4.79 | 0.71 | 673% |
| Returns for 1 year | 15.29 | 14.04 | 109% |
| Returns for 3 years | 50.32 | 62.44 | 81% |
| Returns for 5 years | 69.90 | 59.51 | 117% |
| Returns for 10 years | 126.56 | 88.06 | 144% |
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