ADVDX
Price
$4.91
Change
+$0.01 (+0.20%)
Updated
Feb 4 closing price
Net Assets
98.32M
RWIEX
Price
$74.36
Change
-$0.41 (-0.55%)
Updated
Feb 4 closing price
Net Assets
142.37B
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ADVDX vs RWIEX

Header iconADVDX vs RWIEX Comparison
Open Charts ADVDX vs RWIEXBanner chart's image
abrdn Dynamic Dividend Instl
Price$4.91
Change+$0.01 (+0.20%)
VolumeN/A
Net Assets98.32M
American Funds Capital World Gr&Inc R4
Price$74.36
Change-$0.41 (-0.55%)
VolumeN/A
Net Assets142.37B
ADVDX vs RWIEX Comparison Chart in %
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ADVDX vs. RWIEX commentary
Feb 05, 2026

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 RWIEX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 142B vs. ADVDX (98.3M). ADVDX pays higher dividends than RWIEX: ADVDX (4.34) vs RWIEX (1.44). ADVDX was incepted earlier than RWIEX: ADVDX (22 years) vs RWIEX (24 years). ADVDX (1.43) is less costly to investors than RWIEX (0.76). ADVDX is a more actively managed with annual turnover of: 36.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than ADVDX: RWIEX (250) vs ADVDX (1000000). ADVDX annual gain was more profitable for investors over the last year : 17.19 vs. RWIEX (16.23). ADVDX return over 5 years is better than : 41.78 vs. RWIEX (30.74).
ADVDXRWIEXADVDX / RWIEX
Total Expense Ratio1.250.76164%
Annual Report Gross Expense Ratio1.430.76188%
Fund Existence22 years24 years-
Gain YTD4.0184.94081%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets98.3M142B0%
Annual Yield % from dividends4.341.44301%
Returns for 1 year17.1916.23106%
Returns for 3 years37.6943.2187%
Returns for 5 years41.7830.74136%
Returns for 10 years172.03100.15172%
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