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ADVDX vs CWGFX
ADVDX vs CWGFX Comparison
Open Charts ADVDX vs CWGFX
abrdn Dynamic Dividend Instl
Price$4.19
Change-$0.12 (-2.78%)
VolumeN/A
Net Assets92.1M
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
ADVDX vs CWGFX Comparison Chart
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ADVDX vs. CWGFX commentary
Apr 04, 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 Hold and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. ADVDX (92.1M). ADVDX pays higher dividends than CWGFX: ADVDX (5.59) vs CWGFX (1.59). ADVDX was incepted earlier than CWGFX: ADVDX (22 years) vs CWGFX (24 years). ADVDX (1.42) 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 : 6.65 vs. CWGFX (0.19). ADVDX return over 5 years is better than : 88.54 vs. CWGFX (68.06).
| ADVDX | CWGFX | ADVDX / CWGFX | |
| Total Expense Ratio | 1.26 | 0.80 | 158% |
| Annual Report Gross Expense Ratio | 1.42 | 0.80 | 178% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 1.847 | 0.845 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.1M | 123B | 0% |
| Annual Yield % from dividends | 5.59 | 1.59 | 352% |
| Returns for 1 year | 6.65 | 0.19 | 3,505% |
| Returns for 3 years | 11.71 | 11.40 | 103% |
| Returns for 5 years | 88.54 | 68.06 | 130% |
| Returns for 10 years | 86.66 | 40.90 | 212% |
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