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ADAVX vs CWICX
ADAVX vs CWICX Comparison
Open Charts ADAVX vs CWICX
abrdn Dynamic Dividend A
Price$4.60
Change+$0.01 (+0.22%)
VolumeN/A
Net Assets94.55M
American Funds Capital World Gr&Inc 529C
Price$71.13
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ADAVX vs CWICX Comparison Chart in %
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ADAVX vs. CWICX commentary
Jul 07, 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 Buy and CWICX is a Buy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 136B vs. ADAVX (94.5M). ADAVX pays higher dividends than CWICX: ADAVX (4.59) vs CWICX (0.78). ADAVX was incepted earlier than CWICX: ADAVX (14 years) vs CWICX (23 years). ADAVX (1.69) is less costly to investors than CWICX (1.53). ADAVX is a more actively managed with annual turnover of: 75.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than ADAVX: CWICX (250) vs ADAVX (1000). ADAVX annual gain was more profitable for investors over the last year : 10.96 vs. CWICX (8.49). ADAVX return over 5 years is better than : 60.73 vs. CWICX (50.99).
| ADAVX | CWICX | ADAVX / CWICX | |
| Total Expense Ratio | 1.50 | 1.53 | 98% |
| Annual Report Gross Expense Ratio | 1.69 | 1.53 | 110% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 10.092 | 13.135 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.5M | 136B | 0% |
| Annual Yield % from dividends | 4.59 | 0.78 | 587% |
| Returns for 1 year | 10.96 | 8.49 | 129% |
| Returns for 3 years | 35.80 | 48.18 | 74% |
| Returns for 5 years | 60.73 | 50.99 | 119% |
| Returns for 10 years | 101.36 | 70.73 | 143% |
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