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CWIEX vs DIVGX
CWIEX vs DIVGX Comparison
Open Charts CWIEX vs DIVGX
American Funds Capital World Gr&Inc 529E
Price$73.67
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
CWIEX vs DIVGX Comparison Chart in %
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CWIEX 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 CWIEX is a Hold and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. DIVGX (43.4M). CWIEX pays higher dividends than DIVGX: CWIEX (1.30) vs DIVGX (0.86). 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 : 18.57 vs. DIVGX (-9.36). DIVGX return over 5 years is better than : 35.61 vs. CWIEX (32.31).
| 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 | 3.717 | 1.017 | 365% |
| Front Load | N/A | 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 | 1.30 | 0.86 | 151% |
| Returns for 1 year | 18.57 | -9.36 | -198% |
| Returns for 3 years | 42.33 | 21.75 | 195% |
| Returns for 5 years | 32.31 | 35.61 | 91% |
| Returns for 10 years | 118.27 | N/A | - |
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