ADVDX
Price
$4.62
Change
-$0.02 (-0.43%)
Updated
Aug 15 closing price
Net Assets
93.95M
RWIFX
Price
$72.84
Change
+$0.05 (+0.07%)
Updated
Aug 15 closing price
Net Assets
137.49B
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ADVDX vs RWIFX

Header iconADVDX vs RWIFX Comparison
Open Charts ADVDX vs RWIFXBanner chart's image
abrdn Dynamic Dividend Instl
Price$4.62
Change-$0.02 (-0.43%)
VolumeN/A
Net Assets93.95M
American Funds Capital World Gr&Inc R5
Price$72.84
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
ADVDX vs RWIFX Comparison Chart in %
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ADVDX vs. RWIFX commentary
Aug 17, 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 RWIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. ADVDX (94M). ADVDX pays higher dividends than RWIFX: ADVDX (5.32) vs RWIFX (1.72). ADVDX was incepted earlier than RWIFX: ADVDX (22 years) vs RWIFX (23 years). ADVDX (1.43) is less costly to investors than RWIFX (0.46). ADVDX is a more actively managed with annual turnover of: 75.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than ADVDX: RWIFX (250) vs ADVDX (1000000). RWIFX (11.77) and ADVDX (11.67) have marching annual gain over last year. ADVDX return over 5 years is better than : 54.89 vs. RWIFX (49.16).
ADVDXRWIFXADVDX / RWIFX
Total Expense Ratio1.250.46272%
Annual Report Gross Expense Ratio1.430.46311%
Fund Existence22 years23 years-
Gain YTD11.19015.69071%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets94M137B0%
Annual Yield % from dividends5.321.72309%
Returns for 1 year11.6711.7799%
Returns for 3 years29.7642.3370%
Returns for 5 years54.8949.16112%
Returns for 10 years109.1966.20165%
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