Interact to see
Advertisement
Advertisement
ADVDX vs CWGCX
ADVDX vs CWGCX Comparison
Open Charts ADVDX vs CWGCX
abrdn Dynamic Dividend Instl
Price$4.91
Change+$0.01 (+0.20%)
VolumeN/A
Net Assets98.32M
American Funds Capital World Gr&Inc C
Price$73.51
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
ADVDX vs CWGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADVDX vs. CWGCX commentary
Feb 05, 2026
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 ADVDX is a Buy and CWGCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ADVDX (98.3M). ADVDX pays higher dividends than CWGCX: ADVDX (4.34) vs CWGCX (0.84). ADVDX was incepted earlier than CWGCX: ADVDX (22 years) vs CWGCX (25 years). CWGCX (1.49) and ADVDX (1.43) have similar cost to investors . ADVDX is a more actively managed with annual turnover of: 36.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than ADVDX: CWGCX (250) vs ADVDX (1000000). ADVDX annual gain was more profitable for investors over the last year : 17.19 vs. CWGCX (15.29). ADVDX return over 5 years is better than : 41.78 vs. CWGCX (26.77).
| ADVDX | CWGCX | ADVDX / CWGCX | |
| Total Expense Ratio | 1.25 | 1.49 | 84% |
| Annual Report Gross Expense Ratio | 1.43 | 1.49 | 96% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 4.018 | 4.866 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.3M | 142B | 0% |
| Annual Yield % from dividends | 4.34 | 0.84 | 520% |
| Returns for 1 year | 17.19 | 15.29 | 112% |
| Returns for 3 years | 37.69 | 39.90 | 94% |
| Returns for 5 years | 41.78 | 26.77 | 156% |
| Returns for 10 years | 172.03 | 93.96 | 183% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KOKU | 122.81 | N/A | N/A |
| Xtrackers MSCI Kokusai Equity ETF | |||
| BLUX | 29.09 | -0.09 | -0.31% |
| BLUEMONTE DYNAMIC TOTAL MARKET ETF | |||
| COWZ | 62.27 | -0.22 | -0.36% |
| Pacer US Cash Cows 100 ETF | |||
| NNY | 8.45 | -0.09 | -1.05% |
| Nuveen New York Municipal Value Fund | |||
| BDCZ | 15.36 | -0.79 | -4.89% |
| UBS ETRACS Wells Fargo® Busn Dev Co ETN | |||