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CWIAX vs DIVGX
CWIAX vs DIVGX Comparison
Open Charts CWIAX vs DIVGX
American Funds Capital World Gr&Inc 529A
Price$68.52
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets130.88B
Guardian Capital Dividend Growth Instl
Price$17.65
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets39.68M
CWIAX vs DIVGX Comparison Chart
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CWIAX vs. DIVGX commentary
Jun 06, 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 CWIAX is a Buy and DIVGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. DIVGX (39.7M). CWIAX pays higher dividends than DIVGX: CWIAX (1.52) vs DIVGX (0.94). CWIAX was incepted earlier than DIVGX: CWIAX (23 years) vs DIVGX (6 years). DIVGX (1.59) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. DIVGX (8.00). CWIAX has a lower initial minimum investment than DIVGX: CWIAX (250) vs DIVGX (2500). DIVGX annual gain was more profitable for investors over the last year : 14.17 vs. CWIAX (7.61). DIVGX return over 5 years is better than : 78.45 vs. CWIAX (49.68).
| CWIAX | DIVGX | CWIAX / DIVGX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.78 | 1.59 | 49% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 8.642 | 6.489 | 133% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 39.7M | 329,975% |
| Annual Yield % from dividends | 1.52 | 0.94 | 161% |
| Returns for 1 year | 7.61 | 14.17 | 54% |
| Returns for 3 years | 31.99 | 39.37 | 81% |
| Returns for 5 years | 49.68 | 78.45 | 63% |
| Returns for 10 years | 73.11 | N/A | - |
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