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DIVGX vs FWGIX
DIVGX vs FWGIX Comparison
Open Charts DIVGX vs FWGIX
Guardian Capital Dividend Growth Instl
Price$17.53
Change-$0.20 (-1.13%)
VolumeN/A
Net Assets39.56M
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
DIVGX vs FWGIX Comparison Chart
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DIVGX vs. FWGIX commentary
Jun 16, 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 DIVGX is a Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. DIVGX (39.6M). FWGIX pays higher dividends than DIVGX: FWGIX (1.85) vs DIVGX (0.94). DIVGX was incepted earlier than FWGIX: DIVGX (6 years) vs FWGIX (8 years). DIVGX (1.59) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 27.00 vs. DIVGX (8.00). DIVGX has a lower initial minimum investment than FWGIX: DIVGX (2500) vs FWGIX (1000000). DIVGX annual gain was more profitable for investors over the last year : 10.54 vs. FWGIX (6.71). DIVGX return over 5 years is better than : 84.48 vs. FWGIX (53.53).
| DIVGX | FWGIX | DIVGX / FWGIX | |
| Total Expense Ratio | 0.95 | 0.41 | 232% |
| Annual Report Gross Expense Ratio | 1.59 | 0.41 | 388% |
| Fund Existence | 6 years | 8 years | - |
| Gain YTD | 5.945 | 9.196 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6M | 131B | 0% |
| Annual Yield % from dividends | 0.94 | 1.85 | 51% |
| Returns for 1 year | 10.54 | 6.71 | 157% |
| Returns for 3 years | 50.99 | 45.29 | 113% |
| Returns for 5 years | 84.48 | 53.53 | 158% |
| Returns for 10 years | N/A | N/A | - |
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