Interact to see
Advertisement
Advertisement
CWIEX vs DIVGX
CWIEX vs DIVGX Comparison
Open Charts CWIEX vs DIVGX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Guardian Capital Dividend Growth Instl
Price$18.32
Change-$0.12 (-0.65%)
VolumeN/A
Net Assets42.52M
CWIEX vs DIVGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX 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 CWIEX is a StrongBuy and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. DIVGX (42.5M). CWIEX pays higher dividends than DIVGX: CWIEX (1.15) vs DIVGX (0.91). 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). 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 annual gain was more profitable for investors over the last year : 14.74 vs. DIVGX (11.83). DIVGX return over 5 years is better than : 71.48 vs. CWIEX (49.27).
| 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 | 23.158 | 12.132 | 191% |
| Front Load | N/A | 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 | 1.15 | 0.91 | 126% |
| Returns for 1 year | 14.74 | 11.83 | 125% |
| Returns for 3 years | 55.93 | 52.98 | 106% |
| Returns for 5 years | 49.27 | 71.48 | 69% |
| Returns for 10 years | 105.00 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement