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ADAVX vs CWGCX
ADAVX vs CWGCX Comparison
Open Charts ADAVX vs CWGCX
abrdn Dynamic Dividend A
Price$4.84
Change-$0.04 (-0.82%)
VolumeN/A
Net Assets96.47M
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
ADAVX vs CWGCX Comparison Chart in %
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ADAVX vs. CWGCX commentary
Nov 14, 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 ADAVX is a Hold and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. ADAVX (96.5M). ADAVX pays higher dividends than CWGCX: ADAVX (4.75) vs CWGCX (0.75). ADAVX was incepted earlier than CWGCX: ADAVX (14 years) vs CWGCX (25 years). ADAVX (1.69) is less costly to investors than CWGCX (1.49). ADAVX is a more actively managed with annual turnover of: 75.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than ADAVX: CWGCX (250) vs ADAVX (1000). ADAVX annual gain was more profitable for investors over the last year : 16.61 vs. CWGCX (12.61). ADAVX return over 5 years is better than : 54.46 vs. CWGCX (41.08).
| ADAVX | CWGCX | ADAVX / CWGCX | |
| Total Expense Ratio | 1.50 | 1.49 | 101% |
| Annual Report Gross Expense Ratio | 1.69 | 1.49 | 113% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 17.739 | 20.452 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 144B | 0% |
| Annual Yield % from dividends | 4.75 | 0.75 | 632% |
| Returns for 1 year | 16.61 | 12.61 | 132% |
| Returns for 3 years | 43.10 | 51.03 | 84% |
| Returns for 5 years | 54.46 | 41.08 | 133% |
| Returns for 10 years | 130.90 | 75.46 | 173% |
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