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ADVDX vs CWGCX
ADVDX vs CWGCX Comparison
Open Charts ADVDX vs CWGCX
abrdn Dynamic Dividend Instl
Price$4.19
Change-$0.12 (-2.78%)
VolumeN/A
Net Assets92.1M
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
ADVDX vs CWGCX Comparison Chart
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ADVDX vs. CWGCX 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 ADVDX is a Hold and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. ADVDX (92.1M). ADVDX pays higher dividends than CWGCX: ADVDX (5.59) vs CWGCX (0.93). ADVDX was incepted earlier than CWGCX: ADVDX (22 years) vs CWGCX (24 years). CWGCX (1.49) and ADVDX (1.42) 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 : 6.65 vs. CWGCX (-0.53). ADVDX return over 5 years is better than : 88.54 vs. CWGCX (64.18).
| ADVDX | CWGCX | ADVDX / CWGCX | |
| Total Expense Ratio | 1.26 | 1.49 | 85% |
| Annual Report Gross Expense Ratio | 1.42 | 1.49 | 95% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 1.847 | 0.700 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.1M | 123B | 0% |
| Annual Yield % from dividends | 5.59 | 0.93 | 602% |
| Returns for 1 year | 6.65 | -0.53 | -1,246% |
| Returns for 3 years | 11.71 | 9.63 | 122% |
| Returns for 5 years | 88.54 | 64.18 | 138% |
| Returns for 10 years | 86.66 | 37.61 | 230% |
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