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CWIEX vs DIVGX
CWIEX vs DIVGX Comparison
Open Charts CWIEX vs DIVGX
American Funds Capital World Gr&Inc 529E
Price$71.10
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
CWIEX vs DIVGX Comparison Chart in %
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CWIEX 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 CWIEX is a StrongBuy and DIVGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 135B vs. DIVGX (42.5M). CWIEX pays higher dividends than DIVGX: CWIEX (1.25) vs DIVGX (1.02). CWIEX was incepted earlier than DIVGX: CWIEX (23 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 : 16.09 vs. DIVGX (14.10). DIVGX return over 5 years is better than : 71.52 vs. CWIEX (48.28).
| CWIEX | DIVGX | CWIEX / DIVGX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.00 | 1.59 | 63% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 13.319 | 7.289 | 183% |
| Front Load | N/A | 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 | 1.25 | 1.02 | 123% |
| Returns for 1 year | 16.09 | 14.10 | 114% |
| Returns for 3 years | 43.06 | 43.26 | 100% |
| Returns for 5 years | 48.28 | 71.52 | 68% |
| Returns for 10 years | 75.67 | N/A | - |
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