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ADVDX vs CWGCX
ADVDX vs CWGCX Comparison
Open Charts ADVDX vs CWGCX
abrdn Dynamic Dividend Instl
Price$4.75
Change+$0.02 (+0.42%)
VolumeN/A
Net Assets95.84M
American Funds Capital World Gr&Inc C
Price$70.90
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
ADVDX vs CWGCX Comparison Chart in %
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ADVDX vs. CWGCX commentary
Dec 26, 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 ADVDX is a Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ADVDX (95.8M). ADVDX pays higher dividends than CWGCX: ADVDX (4.91) vs CWGCX (0.75). 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: 75.00 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 : 14.45 vs. CWGCX (11.58). ADVDX return over 5 years is better than : 44.18 vs. CWGCX (27.30).
| 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 | 15.781 | 13.625 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.8M | 142B | 0% |
| Annual Yield % from dividends | 4.91 | 0.75 | 657% |
| Returns for 1 year | 14.45 | 11.58 | 125% |
| Returns for 3 years | 41.03 | 42.94 | 96% |
| Returns for 5 years | 44.18 | 27.30 | 162% |
| Returns for 10 years | 133.51 | 69.41 | 192% |
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