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CWIFX vs DIVGX
CWIFX vs DIVGX Comparison
Open Charts CWIFX vs DIVGX
American Funds Capital World Gr&Inc 529F
Price$73.80
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
CWIFX vs DIVGX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. DIVGX (43.4M). CWIFX pays higher dividends than DIVGX: CWIFX (1.66) vs DIVGX (0.86). CWIFX was incepted earlier than DIVGX: CWIFX (23 years) vs DIVGX (7 years). DIVGX (1.59) is less costly to investors than CWIFX (0.86). DIVGX is a more actively managed with annual turnover of: 66.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than DIVGX: CWIFX (250) vs DIVGX (2500). CWIFX annual gain was more profitable for investors over the last year : 19.06 vs. DIVGX (-9.36). DIVGX (35.61) and CWIFX (34.95) have equivalent 5 years return.
| CWIFX | DIVGX | CWIFX / DIVGX | |
| Total Expense Ratio | 0.86 | 0.95 | 91% |
| Annual Report Gross Expense Ratio | 0.86 | 1.59 | 54% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 3.739 | 1.017 | 368% |
| 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 | 1.66 | 0.86 | 193% |
| Returns for 1 year | 19.06 | -9.36 | -204% |
| Returns for 3 years | 44.05 | 21.75 | 202% |
| Returns for 5 years | 34.95 | 35.61 | 98% |
| Returns for 10 years | 127.65 | N/A | - |
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