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ADVDX vs CWGCX
ADVDX vs CWGCX Comparison
Open Charts ADVDX vs CWGCX
abrdn Dynamic Dividend Instl
Price$4.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets98.29M
American Funds Capital World Gr&Inc C
Price$73.10
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
ADVDX vs CWGCX Comparison Chart in %
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ADVDX vs. CWGCX commentary
Jan 16, 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 Hold and CWGCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ADVDX (98.3M). ADVDX pays higher dividends than CWGCX: ADVDX (4.48) vs CWGCX (0.87). 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 : 19.47 vs. CWGCX (17.93). ADVDX return over 5 years is better than : 42.81 vs. CWGCX (27.36).
| 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 | 3.383 | 3.703 | 91% |
| 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 | 4.48 | 0.87 | 512% |
| Returns for 1 year | 19.47 | 17.93 | 109% |
| Returns for 3 years | 37.86 | 40.18 | 94% |
| Returns for 5 years | 42.81 | 27.36 | 156% |
| Returns for 10 years | 168.68 | 93.22 | 181% |
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