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ADAVX vs RWIFX
ADAVX vs RWIFX Comparison
Open Charts ADAVX vs RWIFX
abrdn Dynamic Dividend A
Price$4.31
Change+$0.02 (+0.47%)
VolumeN/A
Net Assets91.76M
American Funds Capital World Gr&Inc R5
Price$63.92
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets123.19B
ADAVX vs RWIFX Comparison Chart
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ADAVX vs. RWIFX commentary
Apr 04, 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: 123B vs. ADAVX (91.8M). 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 : 5.68 vs. RWIFX (1.17). ADAVX return over 5 years is better than : 84.54 vs. RWIFX (70.05).
| 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 | 1.314 | 0.945 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.8M | 123B | 0% |
| Annual Yield % from dividends | 4.87 | 1.93 | 252% |
| Returns for 1 year | 5.68 | 1.17 | 484% |
| Returns for 3 years | 10.11 | 13.29 | 76% |
| Returns for 5 years | 84.54 | 70.05 | 121% |
| Returns for 10 years | 81.54 | 43.64 | 187% |
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