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ADAVX vs RWIFX
ADAVX vs RWIFX Comparison
Open Charts ADAVX vs RWIFX
abrdn Dynamic Dividend A
Price$4.16
Change+$0.03 (+0.73%)
VolumeN/A
Net Assets87.21M
American Funds Capital World Gr&Inc R5
Price$62.15
Change+$0.82 (+1.34%)
VolumeN/A
Net Assets117.94B
ADAVX vs RWIFX Comparison Chart
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ADAVX vs. RWIFX commentary
Apr 25, 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: 118B vs. ADAVX (87.2M). ADAVX pays higher dividends than RWIFX: ADAVX (4.87) vs RWIFX (1.93). 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 : 3.93 vs. RWIFX (-1.15). ADAVX return over 5 years is better than : 60.55 vs. RWIFX (48.26).
| ADAVX | RWIFX | ADAVX / RWIFX | |
| Total Expense Ratio | 1.51 | 0.46 | 328% |
| Annual Report Gross Expense Ratio | 1.69 | 0.46 | 367% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | -2.008 | -3.145 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.2M | 118B | 0% |
| Annual Yield % from dividends | 4.87 | 1.93 | 252% |
| Returns for 1 year | 3.93 | -1.15 | -343% |
| Returns for 3 years | 11.40 | 15.61 | 73% |
| Returns for 5 years | 60.55 | 48.26 | 125% |
| Returns for 10 years | 71.36 | 33.30 | 214% |
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