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ADVDX vs CWGFX
ADVDX vs CWGFX Comparison
Open Charts ADVDX vs CWGFX
abrdn Dynamic Dividend Instl
Price$4.83
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets96.64M
American Funds Capital World Gr&Inc F1
Price$76.13
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets141.87B
ADVDX vs CWGFX Comparison Chart in %
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ADVDX vs. CWGFX commentary
Oct 09, 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. ADVDX (96.6M). ADVDX pays higher dividends than CWGFX: ADVDX (5.02) vs CWGFX (1.35). ADVDX was incepted earlier than CWGFX: ADVDX (22 years) vs CWGFX (25 years). ADVDX (1.43) is less costly to investors than CWGFX (0.80). ADVDX is a more actively managed with annual turnover of: 75.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than ADVDX: CWGFX (250) vs ADVDX (1000000). ADVDX annual gain was more profitable for investors over the last year : 14.09 vs. CWGFX (12.74). ADVDX return over 5 years is better than : 60.92 vs. CWGFX (51.64).
| ADVDX | CWGFX | ADVDX / CWGFX | |
| Total Expense Ratio | 1.25 | 0.80 | 156% |
| Annual Report Gross Expense Ratio | 1.43 | 0.80 | 179% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 16.998 | 21.364 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.6M | 142B | 0% |
| Annual Yield % from dividends | 5.02 | 1.35 | 372% |
| Returns for 1 year | 14.09 | 12.74 | 111% |
| Returns for 3 years | 58.85 | 70.07 | 84% |
| Returns for 5 years | 60.92 | 51.64 | 118% |
| Returns for 10 years | 133.57 | 79.54 | 168% |
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