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CWIFX vs DIVGX
CWIFX vs DIVGX Comparison
Open Charts CWIFX vs DIVGX
American Funds Capital World Gr&Inc 529F
Price$71.07
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
CWIFX vs DIVGX Comparison Chart in %
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CWIFX 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 CWIFX is a Buy and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. DIVGX (48M). CWIFX pays higher dividends than DIVGX: CWIFX (1.60) vs DIVGX (1.01). CWIFX was incepted earlier than DIVGX: CWIFX (23 years) vs DIVGX (6 years). DIVGX (1.59) is less costly to investors than CWIFX (0.86). CWIFX is a more actively managed with annual turnover of: 27.00 vs. DIVGX (8.00). CWIFX has a lower initial minimum investment than DIVGX: CWIFX (250) vs DIVGX (2500). CWIFX annual gain was more profitable for investors over the last year : 7.02 vs. DIVGX (6.55). DIVGX return over 5 years is better than : 75.13 vs. CWIFX (53.63).
| CWIFX | DIVGX | CWIFX / DIVGX | |
| Total Expense Ratio | 0.86 | 0.95 | 91% |
| Annual Report Gross Expense Ratio | 0.86 | 1.59 | 54% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 13.322 | 5.891 | 226% |
| 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 | 1.60 | 1.01 | 158% |
| Returns for 1 year | 7.02 | 6.55 | 107% |
| Returns for 3 years | 54.02 | 48.06 | 112% |
| Returns for 5 years | 53.63 | 75.13 | 71% |
| Returns for 10 years | 81.78 | N/A | - |
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