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ADAVX vs RWIFX
ADAVX vs RWIFX Comparison
Open Charts ADAVX vs RWIFX
abrdn Dynamic Dividend A
Price$4.43
Change-$0.05 (-1.12%)
VolumeN/A
Net Assets94.74M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
ADAVX vs RWIFX Comparison Chart
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ADAVX vs. RWIFX commentary
Feb 23, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. ADAVX (94.7M). 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). ADAVX annual gain was more profitable for investors over the last year : 9.66 vs. RWIFX (7.41). ADAVX return over 5 years is better than : 37.22 vs. RWIFX (33.89).
| 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 | 4.164 | 4.358 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7M | 128B | 0% |
| Annual Yield % from dividends | 5.28 | 1.94 | 272% |
| Returns for 1 year | 9.66 | 7.41 | 130% |
| Returns for 3 years | 13.93 | 17.26 | 81% |
| Returns for 5 years | 37.22 | 33.89 | 110% |
| Returns for 10 years | 87.22 | 46.04 | 189% |
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