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ADVDX vs CWGCX
ADVDX vs CWGCX Comparison
Open Charts ADVDX vs CWGCX
abrdn Dynamic Dividend Instl
Price$4.43
Change+$0.02 (+0.45%)
VolumeN/A
Net Assets91.34M
American Funds Capital World Gr&Inc C
Price$67.46
Change+$0.49 (+0.73%)
VolumeN/A
Net Assets129.24B
ADVDX vs CWGCX Comparison Chart
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ADVDX vs. CWGCX commentary
Jun 03, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 129B vs. ADVDX (91.3M). 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 : 8.10 vs. CWGCX (5.89). ADVDX return over 5 years is better than : 54.76 vs. CWGCX (43.07).
| 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 | 5.198 | 7.658 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 129B | 0% |
| Annual Yield % from dividends | 5.44 | 0.87 | 626% |
| Returns for 1 year | 8.10 | 5.89 | 138% |
| Returns for 3 years | 23.74 | 26.90 | 88% |
| Returns for 5 years | 54.76 | 43.07 | 127% |
| Returns for 10 years | 92.68 | 47.02 | 197% |
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