Interact to see
Advertisement
Advertisement
ADVDX vs CWGCX
ADVDX vs CWGCX Comparison
Open Charts ADVDX vs CWGCX
abrdn Dynamic Dividend Instl
Price$4.66
Change+$0.02 (+0.43%)
VolumeN/A
Net Assets93.97M
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets137.57B
ADVDX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADVDX vs. CWGCX commentary
Sep 08, 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: 138B vs. ADVDX (94M). ADVDX pays higher dividends than CWGCX: ADVDX (5.19) vs CWGCX (0.82). ADVDX was incepted earlier than CWGCX: ADVDX (22 years) vs CWGCX (25 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). CWGCX annual gain was more profitable for investors over the last year : 12.28 vs. ADVDX (11.58). ADVDX return over 5 years is better than : 56.11 vs. CWGCX (43.30).
| 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 | 25 years | - |
| Gain YTD | 12.638 | 15.632 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94M | 138B | 0% |
| Annual Yield % from dividends | 5.19 | 0.82 | 636% |
| Returns for 1 year | 11.58 | 12.28 | 94% |
| Returns for 3 years | 43.36 | 51.16 | 85% |
| Returns for 5 years | 56.11 | 43.30 | 130% |
| Returns for 10 years | 126.50 | 71.02 | 178% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement