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ADVDX vs RWIFX
ADVDX vs RWIFX Comparison
Open Charts ADVDX vs RWIFX
abrdn Dynamic Dividend Instl
Price$4.43
Change+$0.02 (+0.45%)
VolumeN/A
Net Assets91.34M
American Funds Capital World Gr&Inc R5
Price$68.45
Change+$0.50 (+0.74%)
VolumeN/A
Net Assets129.24B
ADVDX vs RWIFX Comparison Chart
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ADVDX vs. RWIFX commentary
Jun 03, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 129B vs. ADVDX (91.3M). ADVDX pays higher dividends than RWIFX: ADVDX (5.44) vs RWIFX (1.80). 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). ADVDX annual gain was more profitable for investors over the last year : 8.10 vs. RWIFX (7.05). ADVDX return over 5 years is better than : 54.76 vs. RWIFX (48.17).
| ADVDX | RWIFX | ADVDX / RWIFX | |
| Total Expense Ratio | 1.25 | 0.46 | 272% |
| Annual Report Gross Expense Ratio | 1.43 | 0.46 | 311% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 5.198 | 8.099 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.3M | 129B | 0% |
| Annual Yield % from dividends | 5.44 | 1.80 | 302% |
| Returns for 1 year | 8.10 | 7.05 | 115% |
| Returns for 3 years | 23.74 | 29.99 | 79% |
| Returns for 5 years | 54.76 | 48.17 | 114% |
| Returns for 10 years | 92.68 | 52.35 | 177% |
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