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ADVDX vs CWGCX
ADVDX vs CWGCX Comparison
Open Charts ADVDX vs CWGCX
abrdn Dynamic Dividend Instl
Price$4.63
Change+$0.01 (+0.22%)
VolumeN/A
Net Assets94.72M
American Funds Capital World Gr&Inc C
Price$71.54
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
ADVDX vs CWGCX Comparison Chart in %
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ADVDX vs. CWGCX commentary
Jul 27, 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: 137B vs. ADVDX (94.7M). ADVDX pays higher dividends than CWGCX: ADVDX (5.29) vs CWGCX (0.83). 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 : 13.99 vs. CWGCX (12.91). ADVDX return over 5 years is better than : 61.35 vs. CWGCX (47.25).
| 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 | 11.431 | 14.559 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 137B | 0% |
| Annual Yield % from dividends | 5.29 | 0.83 | 634% |
| Returns for 1 year | 13.99 | 12.91 | 108% |
| Returns for 3 years | 37.52 | 48.13 | 78% |
| Returns for 5 years | 61.35 | 47.25 | 130% |
| Returns for 10 years | 108.92 | 58.80 | 185% |
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