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CWIEX vs DIVGX
CWIEX vs DIVGX Comparison
Open Charts CWIEX vs DIVGX
American Funds Capital World Gr&Inc 529E
Price$75.88
Change+$0.48 (+0.64%)
VolumeN/A
Net Assets141.87B
Guardian Capital Dividend Growth Instl
Price$18.55
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets41.66M
CWIEX vs DIVGX Comparison Chart in %
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CWIEX 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 CWIEX is a Buy and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. DIVGX (41.7M). CWIEX pays higher dividends than DIVGX: CWIEX (1.17) vs DIVGX (0.91). CWIEX was incepted earlier than DIVGX: CWIEX (24 years) vs DIVGX (6 years). DIVGX (1.59) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. DIVGX (8.00). CWIEX has a lower initial minimum investment than DIVGX: CWIEX (250) vs DIVGX (2500). CWIEX annual gain was more profitable for investors over the last year : 12.49 vs. DIVGX (11.45). DIVGX return over 5 years is better than : 73.78 vs. CWIEX (53.39).
| CWIEX | DIVGX | CWIEX / DIVGX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.00 | 1.59 | 63% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 21.178 | 12.557 | 169% |
| Front Load | N/A | 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 | 1.17 | 0.91 | 130% |
| Returns for 1 year | 12.49 | 11.45 | 109% |
| Returns for 3 years | 70.05 | 70.41 | 99% |
| Returns for 5 years | 53.39 | 73.78 | 72% |
| Returns for 10 years | 98.16 | N/A | - |
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