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CWGFX vs DIVGX
CWGFX vs DIVGX Comparison
Open Charts CWGFX vs DIVGX
American Funds Capital World Gr&Inc F1
Price$76.13
Change+$0.49 (+0.65%)
VolumeN/A
Net Assets141.87B
Guardian Capital Dividend Growth Instl
Price$18.55
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets41.66M
CWGFX vs DIVGX Comparison Chart in %
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CWGFX vs. DIVGX commentary
Oct 09, 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 Buy and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. DIVGX (41.7M). CWGFX pays higher dividends than DIVGX: CWGFX (1.35) vs DIVGX (0.91). CWGFX was incepted earlier than DIVGX: CWGFX (25 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 : 12.74 vs. DIVGX (11.45). DIVGX return over 5 years is better than : 73.78 vs. CWGFX (51.64).
| CWGFX | DIVGX | CWGFX / DIVGX | |
| Total Expense Ratio | 0.80 | 0.95 | 84% |
| Annual Report Gross Expense Ratio | 0.80 | 1.59 | 50% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 21.364 | 12.557 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 41.7M | 340,528% |
| Annual Yield % from dividends | 1.35 | 0.91 | 149% |
| Returns for 1 year | 12.74 | 11.45 | 111% |
| Returns for 3 years | 70.07 | 70.41 | 100% |
| Returns for 5 years | 51.64 | 73.78 | 70% |
| Returns for 10 years | 79.54 | N/A | - |
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