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ADAVX vs CWICX
ADAVX vs CWICX Comparison
Open Charts ADAVX vs CWICX
abrdn Dynamic Dividend A
Price$4.16
Change+$0.03 (+0.73%)
VolumeN/A
Net Assets87.21M
American Funds Capital World Gr&Inc 529C
Price$61.71
Change+$0.82 (+1.35%)
VolumeN/A
Net Assets117.94B
ADAVX vs CWICX Comparison Chart
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ADAVX vs. CWICX commentary
Apr 25, 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: 118B vs. ADAVX (87.2M). 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 : 3.93 vs. CWICX (-2.22). ADAVX return over 5 years is better than : 60.55 vs. CWICX (45.47).
| 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 | -2.008 | -3.464 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 118B | 0% |
| Annual Yield % from dividends | 4.87 | 0.87 | 559% |
| Returns for 1 year | 3.93 | -2.22 | -177% |
| Returns for 3 years | 11.40 | 14.01 | 81% |
| Returns for 5 years | 60.55 | 45.47 | 133% |
| Returns for 10 years | 71.36 | 39.44 | 181% |