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AWAAX vs CWGCX
AWAAX vs CWGCX Comparison
Open Charts AWAAX vs CWGCX
AB Wealth Appreciation Strategy A
Price$23.75
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets1.34B
American Funds Capital World Gr&Inc C
Price$71.54
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
AWAAX vs CWGCX Comparison Chart in %
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AWAAX vs. CWGCX commentary
Jul 26, 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 AWAAX is a Buy and CWGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. AWAAX (1.34B). CWGCX (0.83) and AWAAX (0.80) have matching dividends . AWAAX was incepted earlier than CWGCX: AWAAX (22 years) vs CWGCX (24 years). CWGCX (1.49) is less costly to investors than AWAAX (1.32). CWGCX is a more actively managed with annual turnover of: 27.00 vs. AWAAX (12.00). CWGCX has a lower initial minimum investment than AWAAX: CWGCX (250) vs AWAAX (2500). AWAAX annual gain was more profitable for investors over the last year : 14.03 vs. CWGCX (12.91). AWAAX (49.43) and CWGCX (47.25) have equivalent 5 years return.
| AWAAX | CWGCX | AWAAX / CWGCX | |
| Total Expense Ratio | 1.00 | 1.49 | 67% |
| Annual Report Gross Expense Ratio | 1.32 | 1.49 | 89% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 13.445 | 14.559 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 137B | 1% |
| Annual Yield % from dividends | 0.80 | 0.83 | 96% |
| Returns for 1 year | 14.03 | 12.91 | 109% |
| Returns for 3 years | 42.29 | 48.13 | 88% |
| Returns for 5 years | 49.43 | 47.25 | 105% |
| Returns for 10 years | 67.52 | 58.80 | 115% |
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