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ADAVX vs RWIFX
ADAVX vs RWIFX Comparison
Open Charts ADAVX vs RWIFX
abrdn Dynamic Dividend A
Price$4.31
Change-$0.05 (-1.15%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
ADAVX vs RWIFX Comparison Chart
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ADAVX vs. RWIFX commentary
Nov 18, 2024
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 StrongSell and RWIFX is a Sell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. ADAVX (95.9M). ADAVX pays higher dividends than RWIFX: ADAVX (5.28) vs RWIFX (1.94). ADAVX was incepted earlier than RWIFX: ADAVX (13 years) vs RWIFX (23 years). ADAVX is a more actively managed with annual turnover of: 62.85 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than ADAVX: RWIFX (250) vs ADAVX (1000). RWIFX annual gain was more profitable for investors over the last year : 19.46 vs. ADAVX (13.99). RWIFX (39.97) and ADAVX (39.83) have equivalent 5 years return.
| ADAVX | RWIFX | ADAVX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 7.021 | 13.399 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.9M | 125B | 0% |
| Annual Yield % from dividends | 5.28 | 1.94 | 272% |
| Returns for 1 year | 13.99 | 19.46 | 72% |
| Returns for 3 years | 5.84 | 3.86 | 152% |
| Returns for 5 years | 39.83 | 39.97 | 100% |
| Returns for 10 years | 90.28 | 50.91 | 177% |
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