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CWGFX vs DIVGX
CWGFX vs DIVGX Comparison
Open Charts CWGFX vs DIVGX
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
Guardian Capital Dividend Growth Instl
Price$18.14
Change-$0.10 (-0.55%)
VolumeN/A
Net Assets42.09M
CWGFX vs DIVGX Comparison Chart in %
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CWGFX vs. DIVGX commentary
Nov 20, 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 Hold and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. DIVGX (42.1M). CWGFX pays higher dividends than DIVGX: CWGFX (1.32) vs DIVGX (0.91). CWGFX was incepted earlier than DIVGX: CWGFX (25 years) vs DIVGX (7 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 (12.09) and DIVGX (11.62) have marching annual gain over last year. DIVGX return over 5 years is better than : 70.50 vs. CWGFX (41.29).
| 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 | 7 years | - |
| Gain YTD | 18.797 | 10.915 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 42.1M | 332,542% |
| Annual Yield % from dividends | 1.32 | 0.91 | 145% |
| Returns for 1 year | 12.09 | 11.62 | 104% |
| Returns for 3 years | 50.45 | 50.24 | 100% |
| Returns for 5 years | 41.29 | 70.50 | 59% |
| Returns for 10 years | 73.63 | N/A | - |
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