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CWIEX vs DIVGX
CWIEX vs DIVGX Comparison
Open Charts CWIEX vs DIVGX
American Funds Capital World Gr&Inc 529E
Price$70.95
Change+$0.20 (+0.28%)
VolumeN/A
Net Assets135.04B
Guardian Capital Dividend Growth Instl
Price$17.44
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets48.03M
CWIEX vs DIVGX Comparison Chart in %
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CWIEX vs. DIVGX commentary
Jul 18, 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: 135B vs. DIVGX (48M). CWIEX pays higher dividends than DIVGX: CWIEX (1.25) vs DIVGX (1.01). 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 (6.59) and DIVGX (6.55) have marching annual gain over last year. DIVGX return over 5 years is better than : 75.13 vs. CWIEX (50.59).
| 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 | 13.080 | 5.891 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 48M | 281,250% |
| Annual Yield % from dividends | 1.25 | 1.01 | 123% |
| Returns for 1 year | 6.59 | 6.55 | 101% |
| Returns for 3 years | 52.22 | 48.06 | 109% |
| Returns for 5 years | 50.59 | 75.13 | 67% |
| Returns for 10 years | 74.27 | N/A | - |
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