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ADVDX vs RWIEX
ADVDX vs RWIEX Comparison
Open Charts ADVDX vs RWIEX
abrdn Dynamic Dividend Instl
Price$4.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets94.97M
American Funds Capital World Gr&Inc R4
Price$64.66
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
ADVDX vs RWIEX Comparison Chart
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ADVDX vs. RWIEX commentary
Jan 19, 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 Hold and RWIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 127B vs. ADVDX (95M). ADVDX pays higher dividends than RWIEX: ADVDX (5.57) vs RWIEX (1.68). ADVDX was incepted earlier than RWIEX: ADVDX (21 years) vs RWIEX (23 years). ADVDX is a more actively managed with annual turnover of: 62.85 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 : 12.13 vs. RWIEX (10.94). ADVDX return over 5 years is better than : 35.77 vs. RWIEX (27.76).
| ADVDX | RWIEX | ADVDX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.100 | 2.068 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95M | 127B | 0% |
| Annual Yield % from dividends | 5.57 | 1.68 | 331% |
| Returns for 1 year | 12.13 | 10.94 | 111% |
| Returns for 3 years | 9.39 | 8.62 | 109% |
| Returns for 5 years | 35.77 | 27.76 | 129% |
| Returns for 10 years | 99.80 | 47.94 | 208% |