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CWIEX vs DIVGX
CWIEX vs DIVGX Comparison
Open Charts CWIEX vs DIVGX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
Guardian Capital Dividend Growth Instl
Price$18.50
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets41.81M
CWIEX vs DIVGX Comparison Chart in %
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CWIEX vs. DIVGX commentary
Oct 21, 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 CWIEX is a StrongBuy and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. DIVGX (41.8M). CWIEX pays higher dividends than DIVGX: CWIEX (1.17) vs DIVGX (0.91). CWIEX was incepted earlier than DIVGX: CWIEX (24 years) vs DIVGX (6 years). DIVGX (1.59) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 27.00 vs. DIVGX (8.00). CWIEX has a lower initial minimum investment than DIVGX: CWIEX (250) vs DIVGX (2500). CWIEX (10.48) and DIVGX (10.21) have marching annual gain over last year. DIVGX return over 5 years is better than : 73.84 vs. CWIEX (52.18).
| CWIEX | DIVGX | CWIEX / DIVGX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.00 | 1.59 | 63% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 19.725 | 12.496 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 41.8M | 337,321% |
| Annual Yield % from dividends | 1.17 | 0.91 | 130% |
| Returns for 1 year | 10.48 | 10.21 | 103% |
| Returns for 3 years | 66.72 | 66.49 | 100% |
| Returns for 5 years | 52.18 | 73.84 | 71% |
| Returns for 10 years | 95.26 | N/A | - |