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ADAVX vs CWICX
ADAVX vs CWICX Comparison
Open Charts ADAVX vs CWICX
abrdn Dynamic Dividend A
Price$4.42
Change+$0.05 (+1.14%)
VolumeN/A
Net Assets94.8M
American Funds Capital World Gr&Inc 529C
Price$65.87
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
ADAVX vs CWICX Comparison Chart
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ADAVX vs. CWICX commentary
Jan 31, 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 StrongBuy and CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 128B vs. ADAVX (94.8M). ADAVX pays higher dividends than CWICX: ADAVX (5.28) vs CWICX (0.97). ADAVX was incepted earlier than CWICX: ADAVX (13 years) vs CWICX (23 years). ADAVX is a more actively managed with annual turnover of: 62.85 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 : 12.08 vs. CWICX (10.67). ADAVX return over 5 years is better than : 40.93 vs. CWICX (35.50).
| ADAVX | CWICX | ADAVX / CWICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 3.484 | 4.307 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.8M | 128B | 0% |
| Annual Yield % from dividends | 5.28 | 0.97 | 542% |
| Returns for 1 year | 12.08 | 10.67 | 113% |
| Returns for 3 years | 10.28 | 12.92 | 80% |
| Returns for 5 years | 40.93 | 35.50 | 115% |
| Returns for 10 years | 96.68 | 59.16 | 163% |
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