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ADVDX vs CWGFX
ADVDX vs CWGFX Comparison
Open Charts ADVDX vs CWGFX
abrdn Dynamic Dividend Instl
Price$4.91
Change+$0.01 (+0.20%)
VolumeN/A
Net Assets98.32M
American Funds Capital World Gr&Inc F1
Price$74.38
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
ADVDX vs CWGFX Comparison Chart in %
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ADVDX vs. CWGFX 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 CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. ADVDX (98.3M). ADVDX pays higher dividends than CWGFX: ADVDX (4.34) vs CWGFX (1.41). 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: 36.00 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 : 17.19 vs. CWGFX (16.18). ADVDX return over 5 years is better than : 41.78 vs. CWGFX (30.54).
| 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 | 4.018 | 4.924 | 82% |
| 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 | 1.41 | 307% |
| Returns for 1 year | 17.19 | 16.18 | 106% |
| Returns for 3 years | 37.69 | 43.02 | 88% |
| Returns for 5 years | 41.78 | 30.54 | 137% |
| Returns for 10 years | 172.03 | 99.82 | 172% |
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