ADVDX
Price
$4.60
Change
+$0.01 (+0.22%)
Updated
Jul 3 closing price
Net Assets
94.55M
RWIEX
Price
$71.37
Change
+$0.45 (+0.63%)
Updated
Jul 3 closing price
Net Assets
135.98B
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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$4.60
Change+$0.01 (+0.22%)
VolumeN/A
Net Assets94.55M
American Funds Capital World Gr&Inc R4
Price$71.37
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
ADVDX vs RWIEX Comparison Chart in %
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ADVDX vs. RWIEX 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 RWIEX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. ADVDX (94.5M). ADVDX pays higher dividends than RWIEX: ADVDX (5.29) vs RWIEX (1.46). ADVDX was incepted earlier than RWIEX: ADVDX (22 years) vs RWIEX (23 years). ADVDX (1.43) is less costly to investors than RWIEX (0.76). ADVDX is a more actively managed with annual turnover of: 75.00 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 : 11.72 vs. RWIEX (9.34). ADVDX return over 5 years is better than : 63.02 vs. RWIEX (52.95).
ADVDXRWIEXADVDX / RWIEX
Total Expense Ratio1.250.76164%
Annual Report Gross Expense Ratio1.430.76188%
Fund Existence22 years23 years-
Gain YTD10.22713.56575%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets94.5M136B0%
Annual Yield % from dividends5.291.46363%
Returns for 1 year11.729.34125%
Returns for 3 years37.4250.2075%
Returns for 5 years63.0252.95119%
Returns for 10 years107.1862.87170%
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