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ADVDX vs RWIFX
ADVDX vs RWIFX Comparison
Open Charts ADVDX vs RWIFX
abrdn Dynamic Dividend Instl
Price$4.19
Change-$0.12 (-2.78%)
VolumeN/A
Net Assets92.1M
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
ADVDX vs RWIFX Comparison Chart
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ADVDX vs. RWIFX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. ADVDX (92.1M). ADVDX pays higher dividends than RWIFX: ADVDX (5.59) vs RWIFX (1.93). ADVDX was incepted earlier than RWIFX: ADVDX (22 years) vs RWIFX (23 years). ADVDX (1.42) 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 : 6.65 vs. RWIFX (0.55). ADVDX return over 5 years is better than : 88.54 vs. RWIFX (70.05).
| ADVDX | RWIFX | ADVDX / RWIFX | |
| Total Expense Ratio | 1.26 | 0.46 | 274% |
| Annual Report Gross Expense Ratio | 1.42 | 0.46 | 309% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 1.847 | 0.945 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.1M | 123B | 0% |
| Annual Yield % from dividends | 5.59 | 1.93 | 290% |
| Returns for 1 year | 6.65 | 0.55 | 1,213% |
| Returns for 3 years | 11.71 | 12.30 | 95% |
| Returns for 5 years | 88.54 | 70.05 | 126% |
| Returns for 10 years | 86.66 | 42.59 | 203% |
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