ADVDX
Price
$4.60
Change
+$0.01 (+0.22%)
Updated
Jul 3 closing price
Net Assets
94.55M
RWBEX
Price
$71.27
Change
+$0.45 (+0.64%)
Updated
Jul 3 closing price
Net Assets
135.98B
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ADVDX vs RWBEX

Header iconADVDX vs RWBEX Comparison
Open Charts ADVDX vs RWBEXBanner chart's image
abrdn Dynamic Dividend Instl
Price$4.60
Change+$0.01 (+0.22%)
VolumeN/A
Net Assets94.55M
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
ADVDX vs RWBEX Comparison Chart in %
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ADVDX vs. RWBEX commentary
Jul 06, 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 RWBEX is a Buy.

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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. ADVDX (94.5M). ADVDX pays higher dividends than RWBEX: ADVDX (5.29) vs RWBEX (1.06). ADVDX was incepted earlier than RWBEX: ADVDX (22 years) vs RWBEX (11 years). ADVDX (1.43) is less costly to investors than RWBEX (1.21). ADVDX is a more actively managed with annual turnover of: 75.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than ADVDX: RWBEX (250) vs ADVDX (1000000). ADVDX annual gain was more profitable for investors over the last year : 11.72 vs. RWBEX (8.84). ADVDX return over 5 years is better than : 63.02 vs. RWBEX (50.51).
ADVDXRWBEXADVDX / RWBEX
Total Expense Ratio1.251.21103%
Annual Report Gross Expense Ratio1.431.21118%
Fund Existence22 years11 years-
Gain YTD10.22713.30777%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets94.5M136B0%
Annual Yield % from dividends5.291.06498%
Returns for 1 year11.728.84133%
Returns for 3 years37.4248.4977%
Returns for 5 years63.0250.51125%
Returns for 10 years107.1859.94179%
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