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CWGFX vs DIVGX
CWGFX vs DIVGX Comparison
Open Charts CWGFX vs DIVGX
American Funds Capital World Gr&Inc F1
Price$73.37
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
Guardian Capital Dividend Growth Instl
Price$18.23
Change+$0.16 (+0.89%)
VolumeN/A
Net Assets40.35M
CWGFX vs DIVGX Comparison Chart in %
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CWGFX vs. DIVGX 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 CWGFX is a Buy and DIVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. DIVGX (40.3M). CWGFX pays higher dividends than DIVGX: CWGFX (1.39) vs DIVGX (0.99). CWGFX was incepted earlier than DIVGX: CWGFX (25 years) vs DIVGX (6 years). DIVGX (1.59) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. DIVGX (8.00). CWGFX has a lower initial minimum investment than DIVGX: CWGFX (250) vs DIVGX (2500). CWGFX annual gain was more profitable for investors over the last year : 13.11 vs. DIVGX (11.43). DIVGX return over 5 years is better than : 74.30 vs. CWGFX (46.91).
| CWGFX | DIVGX | CWGFX / DIVGX | |
| Total Expense Ratio | 0.80 | 0.95 | 84% |
| Annual Report Gross Expense Ratio | 0.80 | 1.59 | 50% |
| Fund Existence | 25 years | 6 years | - |
| Gain YTD | 16.146 | 10.205 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 40.3M | 342,432% |
| Annual Yield % from dividends | 1.39 | 0.99 | 140% |
| Returns for 1 year | 13.11 | 11.43 | 115% |
| Returns for 3 years | 53.92 | 55.10 | 98% |
| Returns for 5 years | 46.91 | 74.30 | 63% |
| Returns for 10 years | 75.40 | N/A | - |
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