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ADVDX vs RWIEX
ADVDX vs RWIEX Comparison
Open Charts ADVDX vs RWIEX
abrdn Dynamic Dividend Instl
Price$4.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets89.25M
American Funds Capital World Gr&Inc R4
Price$64.83
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets124.44B
ADVDX vs RWIEX Comparison Chart
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ADVDX vs. RWIEX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 124B vs. ADVDX (89.2M). ADVDX pays higher dividends than RWIEX: ADVDX (5.62) vs RWIEX (1.61). 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 : 6.15 vs. RWIEX (2.26). ADVDX return over 5 years is better than : 62.44 vs. RWIEX (50.71).
| 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 | 1.634 | 2.642 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.2M | 124B | 0% |
| Annual Yield % from dividends | 5.62 | 1.61 | 348% |
| Returns for 1 year | 6.15 | 2.26 | 272% |
| Returns for 3 years | 24.24 | 30.78 | 79% |
| Returns for 5 years | 62.44 | 50.71 | 123% |
| Returns for 10 years | 85.52 | 40.97 | 209% |