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CWIAX vs DIVGX
CWIAX vs DIVGX Comparison
Open Charts CWIAX vs DIVGX
American Funds Capital World Gr&Inc 529A
Price$71.22
Change+$0.17 (+0.24%)
VolumeN/A
Net Assets135.09B
Guardian Capital Dividend Growth Instl
Price$17.75
Change+$0.09 (+0.51%)
VolumeN/A
Net Assets42.53M
CWIAX vs DIVGX Comparison Chart in %
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CWIAX vs. DIVGX commentary
Aug 08, 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 StrongBuy and DIVGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 135B vs. DIVGX (42.5M). CWIAX pays higher dividends than DIVGX: CWIAX (1.46) vs DIVGX (1.02). 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). CWIAX annual gain was more profitable for investors over the last year : 16.39 vs. DIVGX (14.10). DIVGX return over 5 years is better than : 71.52 vs. CWIAX (50.03).
| 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 | 13.493 | 7.289 | 185% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 42.5M | 317,647% |
| Annual Yield % from dividends | 1.46 | 1.02 | 144% |
| Returns for 1 year | 16.39 | 14.10 | 116% |
| Returns for 3 years | 44.09 | 43.26 | 102% |
| Returns for 5 years | 50.03 | 71.52 | 70% |
| Returns for 10 years | 79.70 | N/A | - |
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