Ad is loading...
ADVDX vs RWIFX
ADVDX vs RWIFX Comparison
Open Charts ADVDX vs RWIFX
abrdn Dynamic Dividend Instl
Price$4.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets94.97M
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
ADVDX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ADVDX vs. RWIFX 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 127B vs. ADVDX (95M). ADVDX pays higher dividends than RWIFX: ADVDX (5.57) vs RWIFX (1.94). ADVDX was incepted earlier than RWIFX: ADVDX (21 years) vs RWIFX (23 years). ADVDX is a more actively managed with annual turnover of: 62.85 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than ADVDX: RWIFX (250) vs ADVDX (1000000). ADVDX annual gain was more profitable for investors over the last year : 12.13 vs. RWIFX (11.29). ADVDX return over 5 years is better than : 35.77 vs. RWIFX (28.93).
| ADVDX | RWIFX | ADVDX / RWIFX | |
| 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 | 2.077 | 101% |
| 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 | 1.94 | 287% |
| Returns for 1 year | 12.13 | 11.29 | 107% |
| Returns for 3 years | 9.39 | 9.29 | 101% |
| Returns for 5 years | 35.77 | 28.93 | 124% |
| Returns for 10 years | 99.80 | 49.38 | 202% |