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CWIAX vs DIVGX
CWIAX vs DIVGX Comparison
Open Charts CWIAX vs DIVGX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Guardian Capital Dividend Growth Instl
Price$18.32
Change-$0.12 (-0.65%)
VolumeN/A
Net Assets42.52M
CWIAX vs DIVGX Comparison Chart in %
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CWIAX vs. DIVGX commentary
Nov 14, 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 CWIAX is a StrongBuy and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 144B vs. DIVGX (42.5M). CWIAX pays higher dividends than DIVGX: CWIAX (1.36) vs DIVGX (0.91). CWIAX was incepted earlier than DIVGX: CWIAX (24 years) vs DIVGX (7 years). DIVGX (1.59) is less costly to investors than CWIAX (0.78). CWIAX is a more actively managed with annual turnover of: 27.00 vs. DIVGX (8.00). CWIAX has a lower initial minimum investment than DIVGX: CWIAX (250) vs DIVGX (2500). CWIAX annual gain was more profitable for investors over the last year : 15.02 vs. DIVGX (11.83). DIVGX return over 5 years is better than : 71.48 vs. CWIAX (51.04).
| CWIAX | DIVGX | CWIAX / DIVGX | |
| Total Expense Ratio | 0.78 | 0.95 | 82% |
| Annual Report Gross Expense Ratio | 0.78 | 1.59 | 49% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 23.425 | 12.132 | 193% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 42.5M | 338,824% |
| Annual Yield % from dividends | 1.36 | 0.91 | 149% |
| Returns for 1 year | 15.02 | 11.83 | 127% |
| Returns for 3 years | 57.07 | 52.98 | 108% |
| Returns for 5 years | 51.04 | 71.48 | 71% |
| Returns for 10 years | 109.69 | N/A | - |
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