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CWGFX vs DIVGX
CWGFX vs DIVGX Comparison
Open Charts CWGFX vs DIVGX
American Funds Capital World Gr&Inc F1
Price$71.48
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
Guardian Capital Dividend Growth Instl
Price$17.44
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets48.03M
CWGFX vs DIVGX Comparison Chart in %
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CWGFX vs. DIVGX commentary
Jul 18, 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: 135B vs. DIVGX (48M). CWGFX pays higher dividends than DIVGX: CWGFX (1.42) vs DIVGX (1.01). 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 (6.83) and DIVGX (6.55) have marching annual gain over last year. DIVGX return over 5 years is better than : 75.13 vs. CWGFX (48.34).
| 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 | 13.204 | 5.891 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 48M | 281,250% |
| Annual Yield % from dividends | 1.42 | 1.01 | 140% |
| Returns for 1 year | 6.83 | 6.55 | 104% |
| Returns for 3 years | 51.70 | 48.06 | 108% |
| Returns for 5 years | 48.34 | 75.13 | 64% |
| Returns for 10 years | 57.34 | N/A | - |
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