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CWIEX vs DIVGX
CWIEX vs DIVGX Comparison
Open Charts CWIEX vs DIVGX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Guardian Capital Dividend Growth Instl
Price$15.20
Change-$3.28 (-17.75%)
VolumeN/A
Net Assets44.15M
CWIEX vs DIVGX Comparison Chart in %
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CWIEX 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 CWIEX is a Buy and DIVGX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. DIVGX (44.2M). CWIEX pays higher dividends than DIVGX: CWIEX (1.24) vs DIVGX (0.85). CWIEX was incepted earlier than DIVGX: CWIEX (24 years) vs DIVGX (7 years). DIVGX (1.59) is less costly to investors than CWIEX (1.00). DIVGX is a more actively managed with annual turnover of: 66.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than DIVGX: CWIEX (250) vs DIVGX (2500). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. DIVGX (-10.13). DIVGX return over 5 years is better than : 37.53 vs. CWIEX (31.71).
| 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 | 7 years | - |
| Gain YTD | 4.913 | 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 | 1.24 | 0.85 | 146% |
| Returns for 1 year | 15.93 | -10.13 | -157% |
| Returns for 3 years | 42.06 | 24.30 | 173% |
| Returns for 5 years | 31.71 | 37.53 | 84% |
| Returns for 10 years | 119.07 | N/A | - |
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