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CWIAX vs DIVGX
CWIAX vs DIVGX Comparison
Open Charts CWIAX vs DIVGX
American Funds Capital World Gr&Inc 529A
Price$76.00
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
CWIAX vs DIVGX Comparison Chart in %
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CWIAX 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 CWIAX is a Buy and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. DIVGX (41.7M). CWIAX pays higher dividends than DIVGX: CWIAX (1.39) vs DIVGX (0.91). CWIAX was incepted earlier than DIVGX: CWIAX (24 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). CWIAX annual gain was more profitable for investors over the last year : 12.78 vs. DIVGX (11.45). DIVGX return over 5 years is better than : 73.78 vs. CWIAX (55.21).
| CWIAX | DIVGX | CWIAX / DIVGX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.78 | 1.59 | 49% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 21.428 | 12.557 | 171% |
| Front Load | 4% | 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 | 1.39 | 0.91 | 153% |
| Returns for 1 year | 12.78 | 11.45 | 112% |
| Returns for 3 years | 71.28 | 70.41 | 101% |
| Returns for 5 years | 55.21 | 73.78 | 75% |
| Returns for 10 years | 102.72 | N/A | - |
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