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DIVGX vs FWGIX
DIVGX vs FWGIX Comparison
Open Charts DIVGX vs FWGIX
Guardian Capital Dividend Growth Instl
Price$16.89
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets38.09M
American Funds Capital World Gr&Inc F3
Price$65.02
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
DIVGX vs FWGIX Comparison Chart
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DIVGX vs. FWGIX commentary
May 10, 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 DIVGX is a Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 124B vs. DIVGX (38.1M). FWGIX pays higher dividends than DIVGX: FWGIX (1.96) vs DIVGX (0.99). DIVGX was incepted earlier than FWGIX: DIVGX (6 years) vs FWGIX (8 years). DIVGX (1.59) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. DIVGX (8.00). DIVGX has a lower initial minimum investment than FWGIX: DIVGX (2500) vs FWGIX (1000000). DIVGX annual gain was more profitable for investors over the last year : 11.48 vs. FWGIX (2.63). DIVGX return over 5 years is better than : 83.93 vs. FWGIX (52.50).
| DIVGX | FWGIX | DIVGX / FWGIX | |
| Total Expense Ratio | 0.95 | 0.41 | 232% |
| Annual Report Gross Expense Ratio | 1.59 | 0.41 | 388% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 2.319 | 2.775 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.1M | 124B | 0% |
| Annual Yield % from dividends | 0.99 | 1.96 | 50% |
| Returns for 1 year | 11.48 | 2.63 | 437% |
| Returns for 3 years | 38.20 | 31.85 | 120% |
| Returns for 5 years | 83.93 | 52.50 | 160% |
| Returns for 10 years | N/A | N/A | - |
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