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ADVDX vs CWGFX
ADVDX vs CWGFX Comparison
Open Charts ADVDX vs CWGFX
abrdn Dynamic Dividend Instl
Price$4.75
Change+$0.02 (+0.42%)
VolumeN/A
Net Assets95.84M
American Funds Capital World Gr&Inc F1
Price$71.68
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
ADVDX vs CWGFX Comparison Chart in %
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ADVDX vs. CWGFX 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 CWGFX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. ADVDX (95.8M). ADVDX pays higher dividends than CWGFX: ADVDX (4.91) vs CWGFX (1.31). ADVDX was incepted earlier than CWGFX: ADVDX (22 years) vs CWGFX (25 years). ADVDX (1.43) is less costly to investors than CWGFX (0.80). ADVDX is a more actively managed with annual turnover of: 75.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than ADVDX: CWGFX (250) vs ADVDX (1000000). ADVDX annual gain was more profitable for investors over the last year : 14.45 vs. CWGFX (12.25). ADVDX return over 5 years is better than : 44.18 vs. CWGFX (30.86).
| ADVDX | CWGFX | ADVDX / CWGFX | |
| Total Expense Ratio | 1.25 | 0.80 | 156% |
| Annual Report Gross Expense Ratio | 1.43 | 0.80 | 179% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 15.781 | 14.270 | 111% |
| 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 | 1.31 | 374% |
| Returns for 1 year | 14.45 | 12.25 | 118% |
| Returns for 3 years | 41.03 | 45.89 | 89% |
| Returns for 5 years | 44.18 | 30.86 | 143% |
| Returns for 10 years | 133.51 | 74.27 | 180% |
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