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CWGFX vs DIVGX
CWGFX vs DIVGX Comparison
Open Charts CWGFX vs DIVGX
American Funds Capital World Gr&Inc F1
Price$73.00
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets136.73B
Guardian Capital Dividend Growth Instl
Price$18.00
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets39.67M
CWGFX vs DIVGX Comparison Chart in %
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CWGFX vs. DIVGX commentary
Aug 29, 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: 137B vs. DIVGX (39.7M). 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 : 10.59 vs. DIVGX (8.74). DIVGX return over 5 years is better than : 68.71 vs. CWGFX (44.04).
| 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 | 16.082 | 9.050 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 39.7M | 345,088% |
| Annual Yield % from dividends | 1.42 | 1.02 | 140% |
| Returns for 1 year | 10.59 | 8.74 | 121% |
| Returns for 3 years | 49.40 | 48.14 | 103% |
| Returns for 5 years | 44.04 | 68.71 | 64% |
| Returns for 10 years | 74.44 | N/A | - |
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