ADVDX
Price
$4.63
Change
+$0.01 (+0.22%)
Updated
Jul 25 closing price
Net Assets
94.72M
RWIFX
Price
$72.53
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.34B
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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$4.63
Change+$0.01 (+0.22%)
VolumeN/A
Net Assets94.72M
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
ADVDX vs RWIFX Comparison Chart in %
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ADVDX vs. RWIFX 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 RWIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. ADVDX (94.7M). ADVDX pays higher dividends than RWIFX: ADVDX (5.29) 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 (14.13) and ADVDX (13.99) have marching annual gain over last year. ADVDX return over 5 years is better than : 61.35 vs. RWIFX (52.85).
ADVDXRWIFXADVDX / RWIFX
Total Expense Ratio1.250.46272%
Annual Report Gross Expense Ratio1.430.46311%
Fund Existence22 years23 years-
Gain YTD11.43115.19875%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets94.7M137B0%
Annual Yield % from dividends5.291.72307%
Returns for 1 year13.9914.1399%
Returns for 3 years37.5252.1772%
Returns for 5 years61.3552.85116%
Returns for 10 years108.9264.97168%
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