ADVDX
Price
$4.63
Change
+$0.01 (+0.22%)
Updated
Jul 25 closing price
Net Assets
94.72M
CWGCX
Price
$71.54
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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ADVDX vs CWGCX

Header iconADVDX vs CWGCX Comparison
Open Charts ADVDX vs CWGCXBanner chart's image
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.

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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).
ADVDXCWGCXADVDX / CWGCX
Total Expense Ratio1.251.4984%
Annual Report Gross Expense Ratio1.431.4996%
Fund Existence22 years24 years-
Gain YTD11.43114.55979%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets94.7M137B0%
Annual Yield % from dividends5.290.83634%
Returns for 1 year13.9912.91108%
Returns for 3 years37.5248.1378%
Returns for 5 years61.3547.25130%
Returns for 10 years108.9258.80185%
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