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CWIFX vs DIVGX
CWIFX vs DIVGX Comparison
Open Charts CWIFX vs DIVGX
American Funds Capital World Gr&Inc 529F
Price$75.88
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
CWIFX vs DIVGX Comparison Chart in %
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CWIFX 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 CWIFX is a StrongBuy and DIVGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. DIVGX (42.5M). CWIFX pays higher dividends than DIVGX: CWIFX (1.49) vs DIVGX (0.91). 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). CWIFX is a more actively managed with annual turnover of: 27.00 vs. DIVGX (8.00). 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 : 15.20 vs. DIVGX (11.83). DIVGX return over 5 years is better than : 71.48 vs. CWIFX (52.22).
| 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 | 23.579 | 12.132 | 194% |
| 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 | 1.49 | 0.91 | 164% |
| Returns for 1 year | 15.20 | 11.83 | 128% |
| Returns for 3 years | 57.77 | 52.98 | 109% |
| Returns for 5 years | 52.22 | 71.48 | 73% |
| Returns for 10 years | 113.80 | N/A | - |
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