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DIVGX vs RWBEX
DIVGX vs RWBEX Comparison
Open Charts DIVGX vs RWBEX
Guardian Capital Dividend Growth Instl
Price$16.89
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets38.09M
American Funds Capital World Gr&Inc R2E
Price$64.72
Change+$0.19 (+0.29%)
VolumeN/A
Net Assets124.44B
DIVGX vs RWBEX Comparison Chart
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DIVGX vs. RWBEX 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 RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 124B vs. DIVGX (38.1M). RWBEX pays higher dividends than DIVGX: RWBEX (1.18) vs DIVGX (0.99). DIVGX was incepted earlier than RWBEX: DIVGX (6 years) vs RWBEX (11 years). DIVGX (1.59) is less costly to investors than RWBEX (1.21). RWBEX is a more actively managed with annual turnover of: 27.00 vs. DIVGX (8.00). RWBEX has a lower initial minimum investment than DIVGX: RWBEX (250) vs DIVGX (2500). DIVGX annual gain was more profitable for investors over the last year : 11.48 vs. RWBEX (1.80). DIVGX return over 5 years is better than : 83.93 vs. RWBEX (48.50).
| DIVGX | RWBEX | DIVGX / RWBEX | |
| Total Expense Ratio | 0.95 | 1.21 | 79% |
| Annual Report Gross Expense Ratio | 1.59 | 1.21 | 131% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 2.319 | 2.486 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.1M | 124B | 0% |
| Annual Yield % from dividends | 0.99 | 1.18 | 84% |
| Returns for 1 year | 11.48 | 1.80 | 640% |
| Returns for 3 years | 38.20 | 29.46 | 130% |
| Returns for 5 years | 83.93 | 48.50 | 173% |
| Returns for 10 years | N/A | 38.57 | - |
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