Interact to see
Advertisement
Advertisement
ADAVX vs RWIFX
ADAVX vs RWIFX Comparison
Open Charts ADAVX vs RWIFX
abrdn Dynamic Dividend A
Price$4.54
Change+$0.02 (+0.44%)
VolumeN/A
Net Assets92.31M
American Funds Capital World Gr&Inc R5
Price$71.41
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
ADAVX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ADAVX vs. RWIFX commentary
Aug 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 134B vs. ADAVX (92.3M). ADAVX pays higher dividends than RWIFX: ADAVX (5.08) vs RWIFX (1.72). ADAVX was incepted earlier than RWIFX: ADAVX (14 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). RWIFX annual gain was more profitable for investors over the last year : 16.15 vs. ADAVX (13.66). ADAVX return over 5 years is better than : 50.15 vs. RWIFX (47.53).
| ADAVX | RWIFX | ADAVX / RWIFX | |
| Total Expense Ratio | 1.50 | 0.46 | 326% |
| Annual Report Gross Expense Ratio | 1.69 | 0.46 | 367% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 8.630 | 13.419 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.3M | 134B | 0% |
| Annual Yield % from dividends | 5.08 | 1.72 | 295% |
| Returns for 1 year | 13.66 | 16.15 | 85% |
| Returns for 3 years | 29.12 | 44.02 | 66% |
| Returns for 5 years | 50.15 | 47.53 | 106% |
| Returns for 10 years | 99.40 | 61.84 | 161% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement