ADVDX
Price
$4.63
Change
+$0.01 (+0.22%)
Updated
Jul 25 closing price
Net Assets
94.72M
RWIEX
Price
$72.28
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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ADVDX vs RWIEX

Header iconADVDX vs RWIEX Comparison
Open Charts ADVDX vs RWIEXBanner chart's image
abrdn Dynamic Dividend Instl
Price$4.63
Change+$0.01 (+0.22%)
VolumeN/A
Net Assets94.72M
American Funds Capital World Gr&Inc R4
Price$72.28
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
ADVDX vs RWIEX Comparison Chart in %
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ADVDX vs. RWIEX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 137B vs. ADVDX (94.7M). ADVDX pays higher dividends than RWIEX: ADVDX (5.29) vs RWIEX (1.46). 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 (13.99) and RWIEX (13.78) have marching annual gain over last year. ADVDX return over 5 years is better than : 61.35 vs. RWIEX (51.20).
ADVDXRWIEXADVDX / RWIEX
Total Expense Ratio1.250.76164%
Annual Report Gross Expense Ratio1.430.76188%
Fund Existence22 years23 years-
Gain YTD11.43115.01376%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets94.7M137B0%
Annual Yield % from dividends5.291.46363%
Returns for 1 year13.9913.78102%
Returns for 3 years37.5250.9974%
Returns for 5 years61.3551.20120%
Returns for 10 years108.9263.09173%
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