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ADVDX vs CWGFX
ADVDX vs CWGFX Comparison
Open Charts ADVDX vs CWGFX
abrdn Dynamic Dividend Instl
Price$4.66
Change+$0.02 (+0.43%)
VolumeN/A
Net Assets93.97M
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
ADVDX vs CWGFX Comparison Chart in %
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ADVDX vs. CWGFX commentary
Sep 08, 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: 138B vs. ADVDX (94M). ADVDX pays higher dividends than CWGFX: ADVDX (5.19) vs CWGFX (1.39). 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). CWGFX annual gain was more profitable for investors over the last year : 13.11 vs. ADVDX (11.58). ADVDX return over 5 years is better than : 56.11 vs. CWGFX (46.91).
| 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 | 12.638 | 16.146 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94M | 138B | 0% |
| Annual Yield % from dividends | 5.19 | 1.39 | 373% |
| Returns for 1 year | 11.58 | 13.11 | 88% |
| Returns for 3 years | 43.36 | 53.92 | 80% |
| Returns for 5 years | 56.11 | 46.91 | 120% |
| Returns for 10 years | 126.50 | 75.40 | 168% |
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