ADVDX
Price
$4.67
Change
+$0.01 (+0.21%)
Updated
Sep 8 closing price
Net Assets
94.13M
FWGIX
Price
$73.58
Change
+$0.33 (+0.45%)
Updated
Sep 8 closing price
Net Assets
137.57B
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ADVDX vs FWGIX

Header iconADVDX vs FWGIX Comparison
Open Charts ADVDX vs FWGIXBanner chart's image
abrdn Dynamic Dividend Instl
Price$4.67
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets94.13M
American Funds Capital World Gr&Inc F3
Price$73.58
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
ADVDX vs FWGIX Comparison Chart in %
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ADVDX vs. FWGIX commentary
Sep 09, 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 Buy and FWGIX is a Buy.

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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 138B vs. ADVDX (94.1M). ADVDX pays higher dividends than FWGIX: ADVDX (5.19) vs FWGIX (1.73). ADVDX was incepted earlier than FWGIX: ADVDX (22 years) vs FWGIX (9 years). ADVDX (1.43) is less costly to investors than FWGIX (0.41). ADVDX is a more actively managed with annual turnover of: 75.00 vs. FWGIX (27.00). ADVDX (1000000) and FWGIX (1000000) have matching initial minimum investment requirements. FWGIX annual gain was more profitable for investors over the last year : 16.00 vs. ADVDX (13.62). ADVDX return over 5 years is better than : 56.84 vs. FWGIX (50.35).
ADVDXFWGIXADVDX / FWGIX
Total Expense Ratio1.250.41305%
Annual Report Gross Expense Ratio1.430.41349%
Fund Existence22 years9 years-
Gain YTD12.88016.98676%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets94.1M138B0%
Annual Yield % from dividends5.191.73300%
Returns for 1 year13.6216.0085%
Returns for 3 years38.9950.7977%
Returns for 5 years56.8450.35113%
Returns for 10 years128.23N/A-
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