ADVDX
Price
$4.66
Change
+$0.02 (+0.43%)
Updated
Sep 5 closing price
Net Assets
93.97M
RWIFX
Price
$73.30
Change
+$0.34 (+0.47%)
Updated
Sep 5 closing price
Net Assets
136.94B
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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$4.66
Change+$0.02 (+0.43%)
VolumeN/A
Net Assets93.97M
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
ADVDX vs RWIFX Comparison Chart in %
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ADVDX vs. RWIFX commentary
Sep 08, 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 (5.19) vs RWIFX (1.69). 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 annual gain was more profitable for investors over the last year : 13.51 vs. ADVDX (11.58). ADVDX return over 5 years is better than : 56.11 vs. RWIFX (48.74).
ADVDXRWIFXADVDX / RWIFX
Total Expense Ratio1.250.46272%
Annual Report Gross Expense Ratio1.430.46311%
Fund Existence22 years23 years-
Gain YTD12.63816.42177%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets94M137B0%
Annual Yield % from dividends5.191.69308%
Returns for 1 year11.5813.5186%
Returns for 3 years43.3655.2778%
Returns for 5 years56.1148.74115%
Returns for 10 years126.5077.64163%
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