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ADAVX vs RWIFX
ADAVX vs RWIFX Comparison
Open Charts ADAVX vs RWIFX
abrdn Dynamic Dividend A
Price$4.55
Change+$0.01 (+0.22%)
VolumeN/A
Net Assets93.12M
American Funds Capital World Gr&Inc R5
Price$71.70
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets135.41B
ADAVX vs RWIFX Comparison Chart in %
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ADAVX vs. RWIFX commentary
Jul 18, 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: 135B vs. ADAVX (93.1M). ADAVX pays higher dividends than RWIFX: ADAVX (4.59) 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 : 7.22 vs. ADAVX (6.57). ADAVX return over 5 years is better than : 53.72 vs. RWIFX (50.19).
| 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 | 8.656 | 13.419 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.1M | 135B | 0% |
| Annual Yield % from dividends | 4.59 | 1.72 | 266% |
| Returns for 1 year | 6.57 | 7.22 | 91% |
| Returns for 3 years | 35.06 | 53.08 | 66% |
| Returns for 5 years | 53.72 | 50.19 | 107% |
| Returns for 10 years | 94.31 | 59.38 | 159% |
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