ADVDX
Price
$4.67
Change
+$0.01 (+0.21%)
Updated
Sep 8 closing price
Net Assets
94.13M
RWIEX
Price
$73.35
Change
+$0.33 (+0.45%)
Updated
Sep 8 closing price
Net Assets
137.57B
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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$4.67
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets94.13M
American Funds Capital World Gr&Inc R4
Price$73.35
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
ADVDX vs RWIEX Comparison Chart in %
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ADVDX vs. RWIEX commentary
Sep 09, 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: 138B vs. ADVDX (94.1M). ADVDX pays higher dividends than RWIEX: ADVDX (5.19) vs RWIEX (1.43). 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). RWIEX annual gain was more profitable for investors over the last year : 15.59 vs. ADVDX (13.62). ADVDX return over 5 years is better than : 56.84 vs. RWIEX (48.50).
ADVDXRWIEXADVDX / RWIEX
Total Expense Ratio1.250.76164%
Annual Report Gross Expense Ratio1.430.76188%
Fund Existence22 years23 years-
Gain YTD12.88016.71577%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets94.1M138B0%
Annual Yield % from dividends5.191.43364%
Returns for 1 year13.6215.5987%
Returns for 3 years38.9949.4379%
Returns for 5 years56.8448.50117%
Returns for 10 years128.2376.30168%
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