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ADAVX vs CWICX
ADAVX vs CWICX Comparison
Open Charts ADAVX vs CWICX
abrdn Dynamic Dividend A
Price$4.46
Change+$0.02 (+0.45%)
VolumeN/A
Net Assets91.91M
American Funds Capital World Gr&Inc 529C
Price$68.55
Change+$0.25 (+0.37%)
VolumeN/A
Net Assets130.86B
ADAVX vs CWICX Comparison Chart
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ADAVX vs. CWICX 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 CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 131B vs. ADAVX (91.9M). ADAVX pays higher dividends than CWICX: ADAVX (4.72) vs CWICX (0.82). ADAVX was incepted earlier than CWICX: ADAVX (13 years) vs CWICX (23 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 : 7.35 vs. CWICX (5.54). ADAVX return over 5 years is better than : 50.04 vs. CWICX (44.63).
| ADAVX | CWICX | ADAVX / CWICX | |
| Total Expense Ratio | 1.50 | 1.53 | 98% |
| Annual Report Gross Expense Ratio | 1.69 | 1.53 | 110% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 5.806 | 8.680 | 67% |
| 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 | 0.82 | 579% |
| Returns for 1 year | 7.35 | 5.54 | 133% |
| Returns for 3 years | 21.96 | 28.16 | 78% |
| Returns for 5 years | 50.04 | 44.63 | 112% |
| Returns for 10 years | 90.44 | 61.86 | 146% |
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