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CWGFX vs DIVGX
CWGFX vs DIVGX Comparison
Open Charts CWGFX vs DIVGX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
Guardian Capital Dividend Growth Instl
Price$15.20
Change-$3.28 (-17.75%)
VolumeN/A
Net Assets44.15M
CWGFX vs DIVGX Comparison Chart in %
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CWGFX vs. DIVGX 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 CWGFX is a Buy and DIVGX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. DIVGX (44.2M). CWGFX pays higher dividends than DIVGX: CWGFX (1.41) vs DIVGX (0.85). CWGFX was incepted earlier than DIVGX: CWGFX (25 years) vs DIVGX (7 years). DIVGX (1.59) is less costly to investors than CWGFX (0.80). DIVGX is a more actively managed with annual turnover of: 66.00 vs. CWGFX (27.00). 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 : 16.18 vs. DIVGX (-10.13). DIVGX return over 5 years is better than : 37.53 vs. CWGFX (30.54).
| 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 | 7 years | - |
| Gain YTD | 4.924 | 3.051 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 44.2M | 321,267% |
| Annual Yield % from dividends | 1.41 | 0.85 | 167% |
| Returns for 1 year | 16.18 | -10.13 | -160% |
| Returns for 3 years | 43.02 | 24.30 | 177% |
| Returns for 5 years | 30.54 | 37.53 | 81% |
| Returns for 10 years | 99.82 | N/A | - |
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