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ADVDX vs CWGCX
ADVDX vs CWGCX Comparison
Open Charts ADVDX vs CWGCX
abrdn Dynamic Dividend Instl
Price$4.53
Change+$0.02 (+0.44%)
VolumeN/A
Net Assets93.45M
American Funds Capital World Gr&Inc C
Price$69.96
Change+$0.38 (+0.55%)
VolumeN/A
Net Assets134.85B
ADVDX vs CWGCX Comparison Chart in %
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ADVDX vs. CWGCX commentary
Jul 01, 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 ADVDX is a Buy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. ADVDX (93.5M). ADVDX pays higher dividends than CWGCX: ADVDX (5.44) vs CWGCX (0.87). ADVDX was incepted earlier than CWGCX: ADVDX (22 years) vs CWGCX (24 years). CWGCX (1.49) and ADVDX (1.43) have similar cost to investors . ADVDX is a more actively managed with annual turnover of: 75.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than ADVDX: CWGCX (250) vs ADVDX (1000000). ADVDX annual gain was more profitable for investors over the last year : 11.04 vs. CWGCX (8.85). ADVDX return over 5 years is better than : 65.40 vs. CWGCX (52.54).
| ADVDX | CWGCX | ADVDX / CWGCX | |
| Total Expense Ratio | 1.25 | 1.49 | 84% |
| Annual Report Gross Expense Ratio | 1.43 | 1.49 | 96% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 8.549 | 12.029 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.5M | 135B | 0% |
| Annual Yield % from dividends | 5.44 | 0.87 | 626% |
| Returns for 1 year | 11.04 | 8.85 | 125% |
| Returns for 3 years | 33.98 | 44.25 | 77% |
| Returns for 5 years | 65.40 | 52.54 | 124% |
| Returns for 10 years | 103.52 | 56.16 | 184% |
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