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ADVDX vs CWGFX
ADVDX vs CWGFX Comparison
Open Charts ADVDX vs CWGFX
abrdn Dynamic Dividend Instl
Price$4.53
Change+$0.02 (+0.44%)
VolumeN/A
Net Assets93.45M
American Funds Capital World Gr&Inc F1
Price$70.67
Change+$0.38 (+0.54%)
VolumeN/A
Net Assets134.85B
ADVDX vs CWGFX Comparison Chart in %
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ADVDX vs. CWGFX commentary
Jul 01, 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.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. ADVDX (93.5M). ADVDX pays higher dividends than CWGFX: ADVDX (5.44) vs CWGFX (1.49). 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 annual gain was more profitable for investors over the last year : 11.04 vs. CWGFX (9.64). ADVDX return over 5 years is better than : 65.40 vs. CWGFX (56.39).
| 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 | 24 years | - |
| Gain YTD | 8.549 | 12.377 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.5M | 135B | 0% |
| Annual Yield % from dividends | 5.44 | 1.49 | 366% |
| Returns for 1 year | 11.04 | 9.64 | 114% |
| Returns for 3 years | 33.98 | 46.88 | 72% |
| Returns for 5 years | 65.40 | 56.39 | 116% |
| Returns for 10 years | 103.52 | 60.20 | 172% |
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