Interact to see
Advertisement
Advertisement
CWIEX vs DIVGX
CWIEX vs DIVGX Comparison
Open Charts CWIEX vs DIVGX
American Funds Capital World Gr&Inc 529E
Price$72.74
Change+$0.35 (+0.48%)
VolumeN/A
Net Assets136.73B
Guardian Capital Dividend Growth Instl
Price$18.00
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets39.67M
CWIEX vs DIVGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. DIVGX commentary
Aug 29, 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: 137B vs. DIVGX (39.7M). CWIEX pays higher dividends than DIVGX: CWIEX (1.25) vs DIVGX (1.02). 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 : 10.35 vs. DIVGX (8.74). DIVGX return over 5 years is better than : 68.71 vs. CWIEX (46.23).
| 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 | 15.933 | 9.050 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 39.7M | 345,088% |
| Annual Yield % from dividends | 1.25 | 1.02 | 123% |
| Returns for 1 year | 10.35 | 8.74 | 118% |
| Returns for 3 years | 49.90 | 48.14 | 104% |
| Returns for 5 years | 46.23 | 68.71 | 67% |
| Returns for 10 years | 93.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement