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ADAVX vs CWICX
ADAVX vs CWICX Comparison
Open Charts ADAVX vs CWICX
abrdn Dynamic Dividend A
Price$4.84
Change-$0.04 (-0.82%)
VolumeN/A
Net Assets96.47M
American Funds Capital World Gr&Inc 529C
Price$75.64
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
ADAVX vs CWICX Comparison Chart in %
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ADAVX vs. CWICX 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 CWICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 144B vs. ADAVX (96.5M). ADAVX pays higher dividends than CWICX: ADAVX (4.75) vs CWICX (0.70). 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 : 17.31 vs. CWICX (14.14). ADAVX return over 5 years is better than : 55.73 vs. CWICX (45.37).
| 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 | 18.712 | 22.596 | 83% |
| 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 | 0.70 | 681% |
| Returns for 1 year | 17.31 | 14.14 | 122% |
| Returns for 3 years | 43.20 | 53.48 | 81% |
| Returns for 5 years | 55.73 | 45.37 | 123% |
| Returns for 10 years | 136.03 | 94.28 | 144% |
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