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DIVGX vs FWCGX
DIVGX vs FWCGX Comparison
Open Charts DIVGX vs FWCGX
Guardian Capital Dividend Growth Instl
Price$17.51
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets48.56M
American Funds Capital World Gr&Inc529F3
Price$71.11
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets135.06B
DIVGX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 135B vs. DIVGX (48.6M). FWCGX pays higher dividends than DIVGX: FWCGX (1.73) vs DIVGX (1.01). DIVGX was incepted earlier than FWCGX: DIVGX (6 years) vs FWCGX (5 years). DIVGX (1.59) is less costly to investors than FWCGX (0.47). FWCGX is a more actively managed with annual turnover of: 27.00 vs. DIVGX (8.00). FWCGX has a lower initial minimum investment than DIVGX: FWCGX (250) vs DIVGX (2500). DIVGX (8.48) and FWCGX (8.22) have marching annual gain over last year.
| DIVGX | FWCGX | DIVGX / FWCGX | |
| Total Expense Ratio | 0.95 | 0.47 | 202% |
| Annual Report Gross Expense Ratio | 1.59 | 0.47 | 338% |
| Fund Existence | 6 years | 5 years | - |
| Gain YTD | 6.438 | 13.017 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 135B | 0% |
| Annual Yield % from dividends | 1.01 | 1.73 | 59% |
| Returns for 1 year | 8.48 | 8.22 | 103% |
| Returns for 3 years | 48.11 | 51.30 | 94% |
| Returns for 5 years | 81.63 | N/A | - |
| Returns for 10 years | N/A | N/A | - |