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CWIAX vs DIVGX
CWIAX vs DIVGX Comparison
Open Charts CWIAX vs DIVGX
American Funds Capital World Gr&Inc 529A
Price$73.79
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
Guardian Capital Dividend Growth Instl
Price$14.90
Change-$0.05 (-0.33%)
VolumeN/A
Net Assets43.37M
CWIAX vs DIVGX Comparison Chart in %
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CWIAX vs. DIVGX commentary
Jan 15, 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 CWIAX is a Hold and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. DIVGX (43.4M). CWIAX pays higher dividends than DIVGX: CWIAX (1.52) vs DIVGX (0.86). 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). DIVGX is a more actively managed with annual turnover of: 66.00 vs. CWIAX (27.00). 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 : 18.87 vs. DIVGX (-9.36). DIVGX (35.61) and CWIAX (33.89) have equivalent 5 years return.
| 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 | 3.725 | 1.017 | 366% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 43.4M | 327,189% |
| Annual Yield % from dividends | 1.52 | 0.86 | 176% |
| Returns for 1 year | 18.87 | -9.36 | -202% |
| Returns for 3 years | 43.38 | 21.75 | 199% |
| Returns for 5 years | 33.89 | 35.61 | 95% |
| Returns for 10 years | 123.34 | N/A | - |
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