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ADAVX vs CWICX
ADAVX vs CWICX Comparison
Open Charts ADAVX vs CWICX
abrdn Dynamic Dividend A
Price$4.63
Change+$0.01 (+0.22%)
VolumeN/A
Net Assets94.72M
American Funds Capital World Gr&Inc 529C
Price$71.99
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
ADAVX vs CWICX Comparison Chart in %
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ADAVX vs. CWICX commentary
Jul 27, 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: 137B vs. ADAVX (94.7M). 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 : 13.72 vs. CWICX (12.89). ADAVX return over 5 years is better than : 58.66 vs. CWICX (49.27).
| 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 | 11.274 | 14.503 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 137B | 0% |
| Annual Yield % from dividends | 4.59 | 0.78 | 587% |
| Returns for 1 year | 13.72 | 12.89 | 106% |
| Returns for 3 years | 36.24 | 48.95 | 74% |
| Returns for 5 years | 58.66 | 49.27 | 119% |
| Returns for 10 years | 103.01 | 70.95 | 145% |
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