ADVDX
Price
$4.84
Change
-$0.05 (-1.02%)
Updated
Nov 13 closing price
Net Assets
96.47M
CWGCX
Price
$75.16
Change
-$1.38 (-1.80%)
Updated
Nov 13 closing price
Net Assets
144.09B
Interact to see
Advertisement

ADVDX vs CWGCX

Header iconADVDX vs CWGCX Comparison
Open Charts ADVDX vs CWGCXBanner chart's image
abrdn Dynamic Dividend Instl
Price$4.84
Change-$0.05 (-1.02%)
VolumeN/A
Net Assets96.47M
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
ADVDX vs CWGCX Comparison Chart in %
View a ticker or compare two or three
VS
ADVDX vs. CWGCX 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 ADVDX is a Hold and CWGCX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. ADVDX (96.5M). ADVDX pays higher dividends than CWGCX: ADVDX (4.97) 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 : 16.89 vs. CWGCX (12.61). ADVDX return over 5 years is better than : 57.07 vs. CWGCX (41.08).
ADVDXCWGCXADVDX / CWGCX
Total Expense Ratio1.251.4984%
Annual Report Gross Expense Ratio1.431.4996%
Fund Existence22 years25 years-
Gain YTD17.97520.45288%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets96.5M144B0%
Annual Yield % from dividends4.970.75662%
Returns for 1 year16.8912.61134%
Returns for 3 years44.8051.0388%
Returns for 5 years57.0741.08139%
Returns for 10 years137.6975.46182%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SIMA10.58N/A
N/A
SIM Acquisition Corp I
HVIIU10.85N/A
N/A
Hennessy Capital Investmnt Corp VII
TCBS15.95-0.02
-0.11%
Texas Community Bancshares
CNXN58.48-0.63
-1.07%
PC Connection
CIGI148.15-3.78
-2.48%
Colliers International Group