ADVDX
Price
$4.63
Change
+$0.01 (+0.22%)
Updated
Jul 25 closing price
Net Assets
94.72M
CWGFX
Price
$72.30
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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ADVDX vs CWGFX

Header iconADVDX vs CWGFX Comparison
Open Charts ADVDX vs CWGFXBanner 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 F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
ADVDX vs CWGFX Comparison Chart in %
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ADVDX vs. CWGFX 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 CWGFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. ADVDX (94.7M). ADVDX pays higher dividends than CWGFX: ADVDX (5.29) vs CWGFX (1.42). ADVDX was incepted earlier than CWGFX: ADVDX (22 years) vs CWGFX (24 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 (13.99) and CWGFX (13.72) have marching annual gain over last year. ADVDX return over 5 years is better than : 61.35 vs. CWGFX (50.98).
ADVDXCWGFXADVDX / CWGFX
Total Expense Ratio1.250.80156%
Annual Report Gross Expense Ratio1.430.80179%
Fund Existence22 years24 years-
Gain YTD11.43114.96976%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets94.7M137B0%
Annual Yield % from dividends5.291.42372%
Returns for 1 year13.9913.72102%
Returns for 3 years37.5250.8074%
Returns for 5 years61.3550.98120%
Returns for 10 years108.9262.85173%
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