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ADVDX vs RWIEX
ADVDX vs RWIEX Comparison
Open Charts ADVDX vs RWIEX
abrdn Dynamic Dividend Instl
Price$4.53
Change+$0.02 (+0.44%)
VolumeN/A
Net Assets93.45M
American Funds Capital World Gr&Inc R4
Price$70.65
Change+$0.39 (+0.56%)
VolumeN/A
Net Assets134.85B
ADVDX vs RWIEX Comparison Chart in %
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ADVDX vs. RWIEX commentary
Jul 01, 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 ADVDX is a Buy and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 135B vs. ADVDX (93.5M). ADVDX pays higher dividends than RWIEX: ADVDX (5.44) vs RWIEX (1.53). ADVDX was incepted earlier than RWIEX: ADVDX (22 years) vs RWIEX (23 years). ADVDX (1.43) is less costly to investors than RWIEX (0.76). ADVDX is a more actively managed with annual turnover of: 75.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than ADVDX: RWIEX (250) vs ADVDX (1000000). ADVDX annual gain was more profitable for investors over the last year : 11.04 vs. RWIEX (9.69). ADVDX return over 5 years is better than : 65.40 vs. RWIEX (56.62).
| ADVDX | RWIEX | ADVDX / RWIEX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.43 | 0.76 | 188% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 8.549 | 12.419 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.5M | 135B | 0% |
| Annual Yield % from dividends | 5.44 | 1.53 | 357% |
| Returns for 1 year | 11.04 | 9.69 | 114% |
| Returns for 3 years | 33.98 | 47.03 | 72% |
| Returns for 5 years | 65.40 | 56.62 | 116% |
| Returns for 10 years | 103.52 | 60.44 | 171% |
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