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ADVDX vs RWIEX
ADVDX vs RWIEX Comparison
Open Charts ADVDX vs RWIEX
abrdn Dynamic Dividend Instl
Price$3.97
Change-$0.22 (-5.25%)
VolumeN/A
Net Assets84.58M
American Funds Capital World Gr&Inc R4
Price$57.78
Change-$3.70 (-6.02%)
VolumeN/A
Net Assets111.7B
ADVDX vs RWIEX Comparison Chart
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ADVDX vs. RWIEX commentary
Apr 07, 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 Hold.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 112B vs. ADVDX (84.6M). ADVDX pays higher dividends than RWIEX: ADVDX (5.59) vs RWIEX (1.63). ADVDX was incepted earlier than RWIEX: ADVDX (22 years) vs RWIEX (23 years). ADVDX (1.42) 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 : -0.84 vs. RWIEX (-8.08). ADVDX return over 5 years is better than : 73.67 vs. RWIEX (52.66).
| ADVDX | RWIEX | ADVDX / RWIEX | |
| Total Expense Ratio | 1.26 | 0.76 | 166% |
| Annual Report Gross Expense Ratio | 1.42 | 0.76 | 187% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -6.188 | -8.520 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.6M | 112B | 0% |
| Annual Yield % from dividends | 5.59 | 1.63 | 343% |
| Returns for 1 year | -0.84 | -8.08 | 10% |
| Returns for 3 years | 3.80 | 2.60 | 146% |
| Returns for 5 years | 73.67 | 52.66 | 140% |
| Returns for 10 years | 72.36 | 27.79 | 260% |
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