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ADAVX vs RWIFX
ADAVX vs RWIFX Comparison
Open Charts ADAVX vs RWIFX
abrdn Dynamic Dividend A
Price$4.39
Change-$0.02 (-0.45%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$65.46
Change-$4.74 (-6.75%)
VolumeN/A
CapitalizationN/A
ADAVX vs RWIFX Comparison Chart
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ADAVX vs. RWIFX commentary
Dec 19, 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 StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 130B vs. ADAVX (96.6M). 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 : 12.33 vs. ADAVX (10.30). ADAVX return over 5 years is better than : 37.32 vs. RWIFX (33.65).
| 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 | 9.007 | 10.727 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.6M | 130B | 0% |
| Annual Yield % from dividends | 5.28 | 1.94 | 272% |
| Returns for 1 year | 10.30 | 12.33 | 83% |
| Returns for 3 years | 9.43 | 10.56 | 89% |
| Returns for 5 years | 37.32 | 33.65 | 111% |
| Returns for 10 years | 92.37 | 49.13 | 188% |