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ADAVX vs FWGIX
ADAVX vs FWGIX Comparison
Open Charts ADAVX vs FWGIX
abrdn Dynamic Dividend A
Price$4.47
Change-$0.05 (-1.11%)
VolumeN/A
Net Assets92.32M
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
ADAVX vs FWGIX Comparison Chart
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ADAVX vs. FWGIX commentary
Jun 16, 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 FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. ADAVX (92.3M). ADAVX pays higher dividends than FWGIX: ADAVX (4.72) vs FWGIX (1.85). ADAVX was incepted earlier than FWGIX: ADAVX (13 years) vs FWGIX (8 years). ADAVX (1.69) is less costly to investors than FWGIX (0.41). ADAVX is a more actively managed with annual turnover of: 75.00 vs. FWGIX (27.00). ADAVX has a lower initial minimum investment than FWGIX: ADAVX (1000) vs FWGIX (1000000). ADAVX annual gain was more profitable for investors over the last year : 8.33 vs. FWGIX (6.71). ADAVX return over 5 years is better than : 58.87 vs. FWGIX (53.53).
| ADAVX | FWGIX | ADAVX / FWGIX | |
| Total Expense Ratio | 1.50 | 0.41 | 366% |
| Annual Report Gross Expense Ratio | 1.69 | 0.41 | 412% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 6.521 | 9.196 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.3M | 131B | 0% |
| Annual Yield % from dividends | 4.72 | 1.85 | 255% |
| Returns for 1 year | 8.33 | 6.71 | 124% |
| Returns for 3 years | 33.72 | 45.29 | 74% |
| Returns for 5 years | 58.87 | 53.53 | 110% |
| Returns for 10 years | 91.26 | N/A | - |
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