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CWGFX vs DIVGX
CWGFX vs DIVGX Comparison
Open Charts CWGFX vs DIVGX
American Funds Capital World Gr&Inc F1
Price$71.35
Change+$0.18 (+0.25%)
VolumeN/A
Net Assets135.09B
Guardian Capital Dividend Growth Instl
Price$17.75
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets42.53M
CWGFX vs DIVGX Comparison Chart in %
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CWGFX vs. DIVGX commentary
Aug 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 CWGFX is a StrongBuy and DIVGX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. DIVGX (42.5M). CWGFX pays higher dividends than DIVGX: CWGFX (1.42) vs DIVGX (1.02). CWGFX was incepted earlier than DIVGX: CWGFX (24 years) vs DIVGX (6 years). DIVGX (1.59) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. DIVGX (8.00). CWGFX has a lower initial minimum investment than DIVGX: CWGFX (250) vs DIVGX (2500). CWGFX annual gain was more profitable for investors over the last year : 16.37 vs. DIVGX (14.10). DIVGX return over 5 years is better than : 71.52 vs. CWGFX (46.06).
| CWGFX | DIVGX | CWGFX / DIVGX | |
| Total Expense Ratio | 0.80 | 0.95 | 84% |
| Annual Report Gross Expense Ratio | 0.80 | 1.59 | 50% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 13.459 | 7.289 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 42.5M | 317,647% |
| Annual Yield % from dividends | 1.42 | 1.02 | 140% |
| Returns for 1 year | 16.37 | 14.10 | 116% |
| Returns for 3 years | 42.58 | 43.26 | 98% |
| Returns for 5 years | 46.06 | 71.52 | 64% |
| Returns for 10 years | 58.62 | N/A | - |
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