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ADAVX vs CWICX
ADAVX vs CWICX Comparison
Open Charts ADAVX vs CWICX
abrdn Dynamic Dividend A
Price$4.61
Change-$0.01 (-0.22%)
VolumeN/A
Net Assets93.91M
American Funds Capital World Gr&Inc 529C
Price$72.23
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets137.57B
ADAVX vs CWICX Comparison Chart in %
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ADAVX vs. CWICX commentary
Aug 20, 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: 138B vs. ADAVX (93.9M). ADAVX pays higher dividends than CWICX: ADAVX (5.08) vs CWICX (0.78). ADAVX was incepted earlier than CWICX: ADAVX (14 years) vs CWICX (24 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 : 11.12 vs. CWICX (10.28). ADAVX return over 5 years is better than : 52.61 vs. CWICX (45.43).
| 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 | 24 years | - |
| Gain YTD | 11.251 | 14.885 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.9M | 138B | 0% |
| Annual Yield % from dividends | 5.08 | 0.78 | 650% |
| Returns for 1 year | 11.12 | 10.28 | 108% |
| Returns for 3 years | 30.68 | 42.01 | 73% |
| Returns for 5 years | 52.61 | 45.43 | 116% |
| Returns for 10 years | 115.74 | 81.57 | 142% |
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