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DIVGX vs FWGIX
DIVGX vs FWGIX Comparison
Open Charts DIVGX vs FWGIX
Guardian Capital Dividend Growth Instl
Price$17.62
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets48.65M
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
DIVGX vs FWGIX Comparison Chart in %
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DIVGX vs. FWGIX commentary
Jul 07, 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: 136B vs. DIVGX (48.6M). FWGIX pays higher dividends than DIVGX: FWGIX (1.77) vs DIVGX (1.01). 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 (9.84) and FWGIX (9.74) have marching annual gain over last year. DIVGX return over 5 years is better than : 82.31 vs. FWGIX (54.88).
| 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 | 7.046 | 13.775 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6M | 136B | 0% |
| Annual Yield % from dividends | 1.01 | 1.77 | 57% |
| Returns for 1 year | 9.84 | 9.74 | 101% |
| Returns for 3 years | 49.07 | 51.57 | 95% |
| Returns for 5 years | 82.31 | 54.88 | 150% |
| Returns for 10 years | N/A | N/A | - |
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