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ADAVX vs CWICX
ADAVX vs CWICX Comparison
Open Charts ADAVX vs CWICX
abrdn Dynamic Dividend A
Price$4.19
Change-$0.12 (-2.78%)
VolumeN/A
Net Assets92.1M
American Funds Capital World Gr&Inc 529C
Price$61.28
Change-$2.22 (-3.50%)
VolumeN/A
Net Assets123.19B
ADAVX vs CWICX Comparison Chart
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ADAVX vs. CWICX commentary
Apr 04, 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: 123B vs. ADAVX (92.1M). ADAVX pays higher dividends than CWICX: ADAVX (4.87) vs CWICX (0.87). 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 : 5.92 vs. CWICX (-0.54). ADAVX return over 5 years is better than : 85.40 vs. CWICX (66.86).
| ADAVX | CWICX | ADAVX / CWICX | |
| Total Expense Ratio | 1.51 | 1.53 | 99% |
| Annual Report Gross Expense Ratio | 1.69 | 1.53 | 110% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 1.787 | 0.674 | 265% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.1M | 123B | 0% |
| Annual Yield % from dividends | 4.87 | 0.87 | 559% |
| Returns for 1 year | 5.92 | -0.54 | -1,107% |
| Returns for 3 years | 10.38 | 10.74 | 97% |
| Returns for 5 years | 85.40 | 66.86 | 128% |
| Returns for 10 years | 81.49 | 49.18 | 166% |
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