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ADAVX vs CWICX
ADAVX vs CWICX Comparison
Open Charts ADAVX vs CWICX
abrdn Dynamic Dividend A
Price$4.77
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets94.71M
American Funds Capital World Gr&Inc 529C
Price$74.23
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
ADAVX vs CWICX Comparison Chart in %
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ADAVX vs. CWICX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 139B vs. ADAVX (94.7M). ADAVX pays higher dividends than CWICX: ADAVX (4.75) vs CWICX (0.70). 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 : 15.24 vs. CWICX (11.33). ADAVX return over 5 years is better than : 50.82 vs. CWICX (39.45).
| 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 | 15.792 | 18.139 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 139B | 0% |
| Annual Yield % from dividends | 4.75 | 0.70 | 681% |
| Returns for 1 year | 15.24 | 11.33 | 134% |
| Returns for 3 years | 40.06 | 48.16 | 83% |
| Returns for 5 years | 50.82 | 39.45 | 129% |
| Returns for 10 years | 123.42 | 81.77 | 151% |
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