Interact to see
Advertisement
Advertisement
ADAVX vs RWIFX
ADAVX vs RWIFX Comparison
Open Charts ADAVX vs RWIFX
abrdn Dynamic Dividend A
Price$4.46
Change+$0.02 (+0.45%)
VolumeN/A
Net Assets91.91M
American Funds Capital World Gr&Inc R5
Price$69.13
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
ADAVX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ADAVX vs. RWIFX commentary
Jun 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 ADAVX is a Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 131B vs. ADAVX (91.9M). ADAVX pays higher dividends than RWIFX: ADAVX (4.72) vs RWIFX (1.80). ADAVX was incepted earlier than RWIFX: ADAVX (13 years) vs RWIFX (23 years). ADAVX (1.69) is less costly to investors than RWIFX (0.46). ADAVX is a more actively managed with annual turnover of: 75.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than ADAVX: RWIFX (250) vs ADAVX (1000). ADAVX annual gain was more profitable for investors over the last year : 7.35 vs. RWIFX (6.69). ADAVX return over 5 years is better than : 50.04 vs. RWIFX (47.37).
| ADAVX | RWIFX | ADAVX / RWIFX | |
| Total Expense Ratio | 1.50 | 0.46 | 326% |
| Annual Report Gross Expense Ratio | 1.69 | 0.46 | 367% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 5.806 | 9.173 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.9M | 131B | 0% |
| Annual Yield % from dividends | 4.72 | 1.80 | 262% |
| Returns for 1 year | 7.35 | 6.69 | 110% |
| Returns for 3 years | 21.96 | 29.94 | 73% |
| Returns for 5 years | 50.04 | 47.37 | 106% |
| Returns for 10 years | 90.44 | 54.73 | 165% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement